Northwestern Mutual Wealth Management
IBMS

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Buy
48,557
+2,272
+5% +$58.8K ﹤0.01% 1331
2026
Q1 		$1.2M Buy
46,285
+26,737
+137% +$700K ﹤0.01% 1274
2025
Q4 		$509K Buy
19,548
+17,987
+1,152% +$468K ﹤0.01% 1523
2025
Q3 		$40.7K Buy
+1,561
New +$40.4K ﹤0.01% 2407

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 4.9% in Q2 2026, buying an estimated $58.8K and bringing the position to 48,557 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Northwestern Mutual Wealth Management first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 48,557 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.26M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 2,272 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $58.8K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1331 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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