Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-893
Closed -$17.5K – 3621
2023
Q3 		$17.5K Buy
+893
New +$18.1K ﹤0.01% 2351

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JP Morgan Chase
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SSB
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RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's OVB Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Overlay Shares Core Bond ETF (OVB) in Q4 2023, closing a stake of 893 shares — an estimated $17.5K sold.

Northwestern Mutual Wealth Management first reported a position in OVB in Q3 2023 and held it in 1 quarter. The position peaked at $17.5K in Q3 2023. 14 funds tracked by Wall St. Rank hold OVB as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining Overlay Shares Core Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 893 Overlay Shares Core Bond ETF shares in Q4 2023, an estimated $17.5K.
  • Northwestern Mutual Wealth Management first reported a position in Overlay Shares Core Bond ETF in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Overlay Shares Core Bond ETF position peaked at $17.5K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.