Northwestern Mutual Wealth Management
IBTJ icon

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.01M Buy
275,211
+45,169
+20% +$991K ﹤0.01% 747
2025
Q4 		$5.05M Buy
230,042
+29,418
+15% +$646K ﹤0.01% 769
2025
Q3 		$4.4M Buy
200,624
+56,280
+39% +$1.23M ﹤0.01% 774
2025
Q2 		$3.16M Buy
144,344
+7,101
+5% +$154K ﹤0.01% 817
2025
Q1 		$2.99M Sell
137,243
-7,782
-5% -$167K ﹤0.01% 806
2024
Q4 		$3.09M Buy
145,025
+12,707
+10% +$274K ﹤0.01% 737
2024
Q3 		$2.92M Buy
132,318
+91,640
+225% +$2M ﹤0.01% 746
2024
Q2 		$869K Buy
40,678
+7,390
+22% +$157K ﹤0.01% 1072
2024
Q1 		$716K Buy
33,288
+12,446
+60% +$268K ﹤0.01% 1119
2023
Q4 		$454K Buy
20,842
+10,551
+103% +$223K ﹤0.01% 1244
2023
Q3 		$216K Buy
10,291
+3,755
+57% +$80.1K ﹤0.01% 1435
2023
Q2 		$141K Buy
6,536
+5,566
+574% +$123K ﹤0.01% 1595
2023
Q1 		$21.5K Buy
+970
New +$21.2K ﹤0.01% 2230

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return