Northwestern Mutual Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$684K	Buy	30,150 +7,683	+34%	+$175K	﹤0.01%	1549
2026 Q1	$515K	Buy	22,467 +3,285	+17%	+$75.8K	﹤0.01%	1559
2025 Q4	$443K	Buy	19,182 +983	+5%	+$22.8K	﹤0.01%	1586
2025 Q3	$421K	Buy	18,199 +1,343	+8%	+$30.9K	﹤0.01%	1512
2025 Q2	$388K	Hold	16,856	–	–	﹤0.01%	1484
2025 Q1	$386K	Buy	16,856 +1,615	+11%	+$36.3K	﹤0.01%	1428
2024 Q4	$338K	Buy	15,241 +2,256	+17%	+$51.1K	﹤0.01%	1452
2024 Q3	$305K	Buy	12,985 +4,114	+46%	+$95.2K	﹤0.01%	1486
2024 Q2	$199K	Hold	8,871	–	–	﹤0.01%	1569
2024 Q1	$201K	Hold	8,871	–	–	﹤0.01%	1554
2023 Q4	$205K	Buy	8,871 +2,369	+36%	+$52.5K	﹤0.01%	1502
2023 Q3	$143K	Buy	6,502 +3,002	+86%	+$68K	﹤0.01%	1576
2023 Q2	$81.3K	Buy	+3,500	New	+$82.8K	﹤0.01%	1808

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

DADC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 34% in Q2 2026, buying an estimated $175K and bringing the position to 30,150 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Northwestern Mutual Wealth Management first reported a position in IBTM in Q2 2023 and has held it in 13 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Northwestern Mutual Wealth Management held 30,150 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $684K as of Q2 2026.
Northwestern Mutual Wealth Management bought 7,683 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $175K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1549 holding.
Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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