Northwestern Mutual Wealth Management
IBMR icon

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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBMR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 13% in Q1 2026, selling an estimated $328K and leaving 88,222 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Northwestern Mutual Wealth Management first reported a position in IBMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q4 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Northwestern Mutual Wealth Management held 88,222 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.24M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 12,822 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $328K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1068 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 7 quarters since.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $2.57M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.