Northwestern Mutual Wealth Management
IBTD

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-931,021
Closed -$23.1M – 3727
2023
Q3 		$23.1M Buy
931,021
+65,989
+8% +$1.63M 0.03% 265
2023
Q2 		$21.5M Buy
865,032
+22,812
+3% +$565K 0.03% 271
2023
Q1 		$20.9M Buy
842,220
+179,096
+27% +$4.43M 0.03% 256
2022
Q4 		$16.4M Buy
663,124
+662,996
+517,966% +$16.4M 0.02% 267
2022
Q3 		$3K Hold
128
– – ﹤0.01% 2831
2022
Q2 		$3K Buy
+128
New +$3.2K ﹤0.01% 2879

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBTD Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 931,021 shares — an estimated $23.1M sold.

Northwestern Mutual Wealth Management first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $23.1M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 931,021 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $23.1M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $23.1M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.