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MassMutual Private Wealth & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Sell
15,672
-9,330
-37% -$923K 0.04% 212
2026
Q1 		$2.48M Buy
25,002
+1,158
+5% +$116K 0.07% 182
2025
Q4 		$2.38M Sell
23,844
-18,809
-44% -$1.89M 0.06% 185
2025
Q3 		$4.28M Buy
42,653
+147
+0.3% +$14.6K 0.11% 148
2025
Q2 		$4.22M Buy
42,506
+18,086
+74% +$1.77M 0.11% 146
2025
Q1 		$2.42M Buy
24,420
+4,593
+23% +$449K 0.07% 184
2024
Q4 		$1.92M Buy
19,827
+1,211
+7% +$119K 0.05% 199
2024
Q3 		$1.89M Sell
18,616
-2,360
-11% -$235K 0.05% 209
2024
Q2 		$2.04M Sell
20,976
-457
-2% -$44.1K 0.06% 189
2024
Q1 		$2.1M Sell
21,433
-3,239
-13% -$317K 0.07% 183
2023
Q4 		$2.45M Sell
24,672
-11,593
-32% -$1.1M 0.08% 177
2023
Q3 		$3.41M Sell
36,265
-17,161
-32% -$1.65M 0.13% 153
2023
Q2 		$5.23M Sell
53,426
-8,929
-14% -$883K 0.19% 116
2023
Q1 		$6.21M Buy
62,355
+5,683
+10% +$562K 0.24% 105
2022
Q4 		$5.5M Sell
56,672
-13,887
-20% -$1.34M 0.23% 112
2022
Q3 		$6.8M Sell
70,559
-1,594
-2% -$161K 0.31% 89
2022
Q2 		$7.34M Sell
72,153
-4,720
-6% -$485K 0.32% 86
2022
Q1 		$8.23M Buy
76,873
+75,572
+5,809% +$8.32M 0.31% 85
2021
Q4 		$148K Hold
1,301
– – 0.01% 365
2021
Q3 		$149K Hold
1,301
– – 0.01% 358
2021
Q2 		$150K Buy
1,301
+551
+73% +$63.1K 0.01% 359
2021
Q1 		$85K Sell
750
-4,961
-87% -$574K ﹤0.01% 400
2020
Q4 		$675K Buy
5,711
+436
+8% +$51.4K 0.03% 245
2020
Q3 		$623K Buy
5,275
+237
+5% +$28.1K 0.04% 235
2020
Q2 		$596K Sell
5,038
-8,122
-62% -$951K 0.04% 227
2020
Q1 		$1.52M Buy
13,160
+3,939
+43% +$449K 0.12% 158
2019
Q4 		$1.04M Sell
9,221
-866
-9% -$97.6K 0.06% 201
2019
Q3 		$1.14M Buy
10,087
+190
+2% +$21.4K 0.08% 193
2019
Q2 		$1.1M Sell
9,897
-745
-7% -$81.5K 0.08% 192
2019
Q1 		$1.16M Buy
10,642
+9,171
+623% +$983K 0.08% 188
2018
Q4 		$157K Buy
1,471
+15
+1% +$1.57K 0.01% 334
2018
Q3 		$154K Hold
1,456
– – 0.01% 356
2018
Q2 		$155K Hold
1,456
– – 0.01% 349
2018
Q1 		$156K Sell
1,456
-78
-5% -$8.37K 0.01% 349
2017
Q4 		$168K Buy
+1,534
New +$168K 0.01% 356
2017
Q2 		– Sell
-465
Closed -$50.4K – 1046
2017
Q1 		$50.4K Hold
465
– – ﹤0.01% 473
2016
Q4 		$50.2K Buy
+465
New +$50.9K 0.01% 356

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's AGG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 37% in Q2 2026, selling an estimated $923K and leaving 15,672 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #212.

MassMutual Private Wealth & Trust first reported a position in AGG in Q4 2016 and has held it in 37 quarters since. The position peaked at $8.23M in Q1 2022. 1,048 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 15,672 shares of iShares Core US Aggregate Bond ETF worth $1.55M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 9,330 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $923K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #212 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • MassMutual Private Wealth & Trust's iShares Core US Aggregate Bond ETF position peaked at $8.23M in Q1 2022.
  • 1,048 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.