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
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
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CIM
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SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return