Northwestern Mutual Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $853K | Buy |
41,610
+12,697
| +44% | +$260K | ﹤0.01% | 1208 |
|
2025
Q1 | $588K | Buy |
28,913
+7,757
| +37% | +$158K | ﹤0.01% | 1276 |
|
2024
Q4 | $419K | Buy |
21,156
+2,535
| +14% | +$50.2K | ﹤0.01% | 1395 |
|
2024
Q3 | $388K | Buy |
18,621
+3,674
| +25% | +$76.5K | ﹤0.01% | 1396 |
|
2024
Q2 | $298K | Hold |
14,947
| – | – | ﹤0.01% | 1431 |
|
2024
Q1 | $301K | Sell |
14,947
-81,643
| -85% | -$1.65M | ﹤0.01% | 1405 |
|
2023
Q4 | $1.98M | Buy |
96,590
+3,426
| +4% | +$70.4K | ﹤0.01% | 771 |
|
2023
Q3 | $1.82M | Buy |
93,164
+11,882
| +15% | +$233K | ﹤0.01% | 752 |
|
2023
Q2 | $1.67M | Buy |
81,282
+12,008
| +17% | +$247K | ﹤0.01% | 760 |
|
2023
Q1 | $1.46M | Buy |
+69,274
| New | +$1.46M | ﹤0.01% | 783 |
|