Northwestern Mutual Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$407K Buy
16,862
+3,281
+24% +$79.3K ﹤0.01% 1724
2026
Q1
$331K Buy
13,581
+357
+3% +$8.77K ﹤0.01% 1709
2025
Q4
$325K Buy
13,224
+3,518
+36% +$86.9K ﹤0.01% 1686
2025
Q3
$239K Buy
9,706
+217
+2% +$5.31K ﹤0.01% 1724
2025
Q2
$233K Sell
9,489
-28
-0.3% -$677 ﹤0.01% 1675
2025
Q1
$232K Buy
9,517
+143
+2% +$3.42K ﹤0.01% 1606
2024
Q4
$222K Buy
9,374
+2,117
+29% +$51.2K ﹤0.01% 1609
2024
Q3
$182K Buy
7,257
+2,837
+64% +$70.2K ﹤0.01% 1659
2024
Q2
$106K Hold
4,420
﹤0.01% 1812
2024
Q1
$107K Buy
4,420
+3,300
+295% +$80.4K ﹤0.01% 1783
2023
Q4
$27.8K Buy
+1,120
New +$26.6K ﹤0.01% 2291

Other funds holding IBTO

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 24% in Q2 2026, buying an estimated $79.3K and bringing the position to 16,862 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Northwestern Mutual Wealth Management first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 16,862 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $407K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 3,281 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $79.3K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1724 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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