Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Buy
121,290
+61,860
+104% +$1.27M ﹤0.01% 1032
2025
Q4 		$1.22M Buy
59,430
+8,578
+17% +$177K ﹤0.01% 1227
2025
Q3 		$1.05M Buy
50,852
+9,242
+22% +$189K ﹤0.01% 1214
2025
Q2 		$853K Buy
41,610
+12,697
+44% +$257K ﹤0.01% 1208
2025
Q1 		$588K Buy
28,913
+7,757
+37% +$155K ﹤0.01% 1276
2024
Q4 		$419K Buy
21,156
+2,535
+14% +$51K ﹤0.01% 1395
2024
Q3 		$388K Buy
18,621
+3,674
+25% +$75.5K ﹤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% +$67.7K ﹤0.01% 771
2023
Q3 		$1.82M Buy
93,164
+11,882
+15% +$239K ﹤0.01% 752
2023
Q2 		$1.67M Buy
81,282
+12,008
+17% +$252K ﹤0.01% 760
2023
Q1 		$1.46M Buy
+69,274
New +$1.44M ﹤0.01% 783

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBTL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 104% in Q1 2026, buying an estimated $1.27M and bringing the position to 121,290 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Northwestern Mutual Wealth Management first reported a position in IBTL in Q1 2023 and has held it in 13 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Northwestern Mutual Wealth Management held 121,290 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $2.47M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 61,860 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $1.27M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1032 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.