Question 1

How many shares of IBMO does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

Accepted Answer

As of 2026-Q2, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 244,402 shares of IBMO (ISHARES TR).

Question 2

What is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's IBMO position worth?

Accepted Answer

As of 2026-Q2, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's IBMO position is worth $6.3M.

Question 3

Is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO buying or selling IBMO?

Accepted Answer

In 2026-Q2, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO decreased their IBMO position (-3.4% change in shares).

Question 4

When did NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO first buy IBMO?

Accepted Answer

Based on available 13F filings, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO first reported a position in IBMO in 2020-Q2. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	244,402	-3.4%	$6.3M	0.0%	$25.54	0
2026-Q1	Decreased	253,070	-17.2%	$6.5M	0.0%	$25.38	0
2025-Q4	Increased	305,626	+6.9%	$7.8M	0.0%	$25.28	29
2025-Q3	Decreased	285,963	-0.5%	$7.3M	0.0%	$25.10	0
2025-Q2	Increased	287,385	+6.9%	$7.4M	0.0%	$24.92	29
2025-Q1	Decreased	268,783	-1.0%	$6.9M	0.0%	$24.71	0
2024-Q4	Increased	271,376	+10.5%	$6.9M	0.0%	$24.52	30
2024-Q3	Increased	245,588	+38.1%	$6.3M	0.0%	$24.53	36
2024-Q2	Increased	177,847	+9.8%	$4.5M	0.0%	$24.08	29
2024-Q1	Increased	161,920	+1.7%	$4.1M	0.0%	$23.97	27
2023-Q4	Increased	159,269	+4.2%	$4.1M	0.0%	$24.05	28
2023-Q3	Increased	152,837	+6.8%	$3.8M	0.0%	$23.25	28
2023-Q2	Increased	143,132	+7.7%	$3.6M	0.0%	$23.50	29
2023-Q1	Increased	132,871	+90.1%	$3.4M	0.0%	$23.73	42
2022-Q4	Increased	69,884	+63.6%	$1.8M	0.0%	$23.37	37
2022-Q3	Increased	42,706	+158.6%	$1.1M	0.0%	$22.74	40
2022-Q2	Increased	16,512	+21.8%	$418,000	0.0%	$23.34	29
2022-Q1	Decreased	13,552	-3.9%	$346,000	0.0%	$23.46	0
2021-Q4	Increased	14,102	+56.6%	$379,000	0.0%	$24.69	34
2021-Q3	Decreased	9,006	-5.9%	$242,000	0.0%	$24.65	0
2021-Q2	Increased	9,573	+158.7%	$259,000	0.0%	$24.70	37
2021-Q1	Unchanged	3,700	0.0%	$99,000	0.0%	$24.52	0
2020-Q4	Decreased	3,700	-12.2%	$100,000	0.0%	$24.73	0
2020-Q3	Increased	4,215	+81.1%	$113,000	0.0%	$24.52	34
2020-Q2	New	2,327	-	$62,000	0.0%	$24.22	29

IBMO25 quarters

IBMO
25 quarters