Northwestern Mutual Wealth Management
IBTE

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-480,055
Closed -$11.5M – 3939
2024
Q3 		$11.5M Sell
480,055
-6,623
-1% -$159K 0.01% 419
2024
Q2 		$11.7M Sell
486,678
-676,786
-58% -$16.2M 0.01% 390
2024
Q1 		$27.9M Sell
1,163,464
-117,736
-9% -$2.81M 0.03% 266
2023
Q4 		$30.6M Buy
1,281,200
+150,210
+13% +$3.58M 0.03% 246
2023
Q3 		$27M Buy
1,130,990
+165,485
+17% +$3.94M 0.04% 241
2023
Q2 		$23M Buy
965,505
+303,119
+46% +$7.24M 0.03% 262
2023
Q1 		$15.9M Buy
662,386
+234,478
+55% +$5.6M 0.02% 285
2022
Q4 		$10.2M Buy
427,908
+427,777
+326,547% +$10.2M 0.02% 329
2022
Q3 		$3K Hold
131
– – ﹤0.01% 2829
2022
Q2 		$3K Buy
+131
New +$3.21K ﹤0.01% 2872

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBTE Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 480,055 shares — an estimated $11.5M sold.

Northwestern Mutual Wealth Management first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $30.6M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 480,055 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $11.5M.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $30.6M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.