Northwestern Mutual Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.31M	Buy	169,590 +31,721	+23%	+$621K	﹤0.01%	996
2026 Q1	$2.72M	Buy	137,869 +25,624	+23%	+$508K	﹤0.01%	1000
2025 Q4	$2.23M	Buy	112,245 +7,518	+7%	+$150K	﹤0.01%	1024
2025 Q3	$2.08M	Buy	104,727 +20,994	+25%	+$415K	﹤0.01%	997
2025 Q2	$1.66M	Buy	83,733 +8,694	+12%	+$171K	﹤0.01%	996
2025 Q1	$1.48M	Buy	75,039 +45,621	+155%	+$883K	﹤0.01%	989
2024 Q4	$565K	Buy	29,418 +6,960	+31%	+$135K	﹤0.01%	1280
2024 Q3	$450K	Buy	22,458 +6,613	+42%	+$131K	﹤0.01%	1343
2024 Q2	$305K	Buy	15,845 +390	+3%	+$7.46K	﹤0.01%	1422
2024 Q1	$300K	Buy	15,455 +2,482	+19%	+$48.3K	﹤0.01%	1408
2023 Q4	$256K	Buy	12,973 +3,682	+40%	+$70.2K	﹤0.01%	1419
2023 Q3	$176K	Buy	9,291 +3,514	+61%	+$67.8K	﹤0.01%	1501
2023 Q2	$114K	Buy	5,777 +4,500	+352%	+$90.1K	﹤0.01%	1659
2023 Q1	$25.7K	Buy	+1,277	New	+$25.4K	﹤0.01%	2181

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 23% in Q2 2026, buying an estimated $621K and bringing the position to 169,590 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Northwestern Mutual Wealth Management first reported a position in IBTK in Q1 2023 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Northwestern Mutual Wealth Management held 169,590 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $3.31M as of Q2 2026.
Northwestern Mutual Wealth Management bought 31,721 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $621K.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #996 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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