Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7M Buy
730,648
+59,260
+9% +$1.36M 0.01% 507
2026
Q1 		$15.4M Buy
671,388
+46,638
+7% +$1.07M 0.01% 491
2025
Q4 		$14.3M Sell
624,750
-198,912
-24% -$4.56M 0.01% 483
2025
Q3 		$18.9M Buy
823,662
+38,909
+5% +$891K 0.01% 416
2025
Q2 		$18M Buy
784,753
+37,443
+5% +$857K 0.01% 397
2025
Q1 		$17.1M Buy
747,310
+15,651
+2% +$358K 0.01% 378
2024
Q4 		$16.7M Sell
731,659
-843,265
-54% -$19.3M 0.01% 362
2024
Q3 		$36.3M Buy
1,574,924
+453,181
+40% +$10.4M 0.03% 251
2024
Q2 		$25.4M Buy
1,121,743
+738,317
+193% +$16.7M 0.03% 282
2024
Q1 		$8.71M Buy
383,426
+172,489
+82% +$3.93M 0.01% 446
2023
Q4 		$4.82M Buy
210,937
+51,647
+32% +$1.17M 0.01% 550
2023
Q3 		$3.58M Buy
159,290
+121,643
+323% +$2.74M ﹤0.01% 579
2023
Q2 		$853K Buy
37,647
+15,272
+68% +$351K ﹤0.01% 987
2023
Q1 		$516K Buy
22,375
+17,913
+401% +$410K ﹤0.01% 1116
2022
Q4 		$101K Buy
+4,462
New +$101K ﹤0.01% 1649

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.8% in Q2 2026, buying an estimated $1.36M and bringing the position to 730,648 shares worth $16.7M. The position accounts for 0.01% of the portfolio, ranked #507.

Northwestern Mutual Wealth Management first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.3M in Q3 2024. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Northwestern Mutual Wealth Management held 730,648 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $16.7M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 59,260 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.36M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $36.3M in Q3 2024.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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