Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.23M Buy
324,307
+85,929
+36% +$1.92M ﹤0.01% 687
2025
Q4 		$5.33M Buy
238,378
+1,238
+0.5% +$27.7K ﹤0.01% 749
2025
Q3 		$5.31M Buy
237,140
+52,785
+29% +$1.18M ﹤0.01% 716
2025
Q2 		$4.12M Buy
184,355
+26,882
+17% +$598K ﹤0.01% 736
2025
Q1 		$3.5M Sell
157,473
-16,751
-10% -$369K ﹤0.01% 762
2024
Q4 		$3.82M Buy
174,224
+40,524
+30% +$893K ﹤0.01% 686
2024
Q3 		$3.01M Buy
133,700
+81,760
+157% +$1.82M ﹤0.01% 738
2024
Q2 		$1.13M Buy
51,940
+10,537
+25% +$229K ﹤0.01% 978
2024
Q1 		$908K Buy
41,403
+6,201
+18% +$136K ﹤0.01% 1036
2023
Q4 		$782K Buy
35,202
+23,985
+214% +$520K ﹤0.01% 1056
2023
Q3 		$242K Sell
11,217
-316
-3% -$6.88K ﹤0.01% 1396
2023
Q2 		$254K Buy
11,533
+5,542
+93% +$124K ﹤0.01% 1378
2023
Q1 		$135K Buy
+5,991
New +$133K ﹤0.01% 1584

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return