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 Q2	$7.02M	Buy	324,028 +48,817	+18%	+$1.06M	﹤0.01%	733
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 18% in Q2 2026, buying an estimated $1.06M and bringing the position to 324,028 shares worth $7.02M. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Northwestern Mutual Wealth Management first reported a position in IBTJ in Q1 2023 and has held it in 14 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Northwestern Mutual Wealth Management held 324,028 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $7.02M as of Q2 2026.
Northwestern Mutual Wealth Management bought 48,817 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.06M.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #733 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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