Northwestern Mutual Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.16M | Buy |
144,344
+7,101
| +5% | +$156K | ﹤0.01% | 817 |
|
2025
Q1 | $2.99M | Sell |
137,243
-7,782
| -5% | -$169K | ﹤0.01% | 806 |
|
2024
Q4 | $3.09M | Buy |
145,025
+12,707
| +10% | +$271K | ﹤0.01% | 737 |
|
2024
Q3 | $2.92M | Buy |
132,318
+91,640
| +225% | +$2.03M | ﹤0.01% | 746 |
|
2024
Q2 | $869K | Buy |
40,678
+7,390
| +22% | +$158K | ﹤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% | +$230K | ﹤0.01% | 1244 |
|
2023
Q3 | $216K | Buy |
10,291
+3,755
| +57% | +$78.9K | ﹤0.01% | 1435 |
|
2023
Q2 | $141K | Buy |
6,536
+5,566
| +574% | +$120K | ﹤0.01% | 1595 |
|
2023
Q1 | $21.5K | Buy |
+970
| New | +$21.5K | ﹤0.01% | 2230 |
|