Northwestern Mutual Wealth Management
IBTH icon

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
586,420
+49,738
+9% +$1.11M 0.01% 571
2026
Q1 		$12M Buy
536,682
+83,507
+18% +$1.88M 0.01% 555
2025
Q4 		$10.2M Sell
453,175
-248,701
-35% -$5.59M 0.01% 574
2025
Q3 		$15.8M Buy
701,876
+78,601
+13% +$1.76M 0.01% 454
2025
Q2 		$14M Sell
623,275
-2,265
-0.4% -$50.7K 0.01% 449
2025
Q1 		$14M Sell
625,540
-89,898
-13% -$2M 0.01% 410
2024
Q4 		$15.9M Buy
715,438
+146,522
+26% +$3.27M 0.01% 368
2024
Q3 		$12.9M Buy
568,916
+183,561
+48% +$4.12M 0.01% 398
2024
Q2 		$8.51M Buy
385,355
+131,095
+52% +$2.88M 0.01% 462
2024
Q1 		$5.63M Buy
254,260
+63,841
+34% +$1.42M 0.01% 534
2023
Q4 		$4.26M Buy
190,419
+142,670
+299% +$3.13M ﹤0.01% 577
2023
Q3 		$1.04M Buy
47,749
+26,960
+130% +$593K ﹤0.01% 923
2023
Q2 		$460K Buy
20,789
+9,373
+82% +$211K ﹤0.01% 1188
2023
Q1 		$259K Buy
11,416
+6,859
+151% +$154K ﹤0.01% 1349
2022
Q4 		$101K Buy
+4,557
New +$101K ﹤0.01% 1648

Other funds holding IBTH

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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 9.3% in Q2 2026, buying an estimated $1.11M and bringing the position to 586,420 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #571.

Northwestern Mutual Wealth Management first reported a position in IBTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.9M in Q4 2024. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Northwestern Mutual Wealth Management held 586,420 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $13.1M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 49,738 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $1.11M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #571 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Northwestern Mutual Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $15.9M in Q4 2024.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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