Northwestern Mutual Wealth Management
IBTP

Northwestern Mutual Wealth Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$481K Buy
18,941
+8,591
+83% +$218K ﹤0.01% 1665
2026
Q1 		$265K Buy
10,350
+455
+5% +$11.8K ﹤0.01% 1785
2025
Q4 		$255K Hold
9,895
– – ﹤0.01% 1764
2025
Q3 		$256K Buy
9,895
+2,825
+40% +$72.5K ﹤0.01% 1699
2025
Q2 		$182K Buy
7,070
+1,000
+16% +$25.4K ﹤0.01% 1781
2025
Q1 		$156K Buy
6,070
+3,000
+98% +$75.5K ﹤0.01% 1766
2024
Q4 		$76.2K Buy
3,070
+372
+14% +$9.46K ﹤0.01% 2020
2024
Q3 		$71.3K Buy
+2,698
New +$70.2K ﹤0.01% 2033

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 83% in Q2 2026, buying an estimated $218K and bringing the position to 18,941 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Northwestern Mutual Wealth Management first reported a position in IBTP in Q3 2024 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Northwestern Mutual Wealth Management held 18,941 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $481K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 8,591 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $218K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1665 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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