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
Q2 		$8.84M Buy
399,155
+74,848
+23% +$1.66M ﹤0.01% 666
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

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 23% in Q2 2026, buying an estimated $1.66M and bringing the position to 399,155 shares worth $8.84M. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Northwestern Mutual Wealth Management first reported a position in IBTI in Q1 2023 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 399,155 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $8.84M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 74,848 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.66M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #666 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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