Northwestern Mutual Wealth Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Buy	95,506 +7,284	+8%	+$185K	﹤0.01%	1110
2026 Q1	$2.24M	Sell	88,222 -12,822	-13%	-$328K	﹤0.01%	1068
2025 Q4	$2.57M	Buy	101,044 +18,806	+23%	+$478K	﹤0.01%	982
2025 Q3	$2.1M	Buy	82,238 +14,188	+21%	+$361K	﹤0.01%	995
2025 Q2	$1.72M	Buy	68,050 +25,421	+60%	+$634K	﹤0.01%	988
2025 Q1	$1.07M	Buy	42,629 +12,014	+39%	+$301K	﹤0.01%	1089
2024 Q4	$765K	Buy	30,615 +25,669	+519%	+$646K	﹤0.01%	1160
2024 Q3	$126K	Buy	+4,946	New	+$125K	﹤0.01%	1806

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 8.3% in Q2 2026, buying an estimated $185K and bringing the position to 95,506 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Northwestern Mutual Wealth Management first reported a position in IBMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Northwestern Mutual Wealth Management held 95,506 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.42M as of Q2 2026.
Northwestern Mutual Wealth Management bought 7,284 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $185K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1110 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $2.57M in Q4 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.