MPWT
MassMutual Private Wealth & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
83,276
+4,489
| +6% | +$347K | 0.17% | 114 |
|
|
2025
Q1 | $6.03M | Buy |
78,787
+257
| +0.3% | +$19.7K | 0.17% | 118 |
|
|
2024
Q4 | $5.87M | Buy |
78,530
+9,723
| +14% | +$727K | 0.16% | 119 |
|
|
2024
Q3 | $5.39M | Sell |
68,807
-40,240
| -37% | -$3.15M | 0.15% | 123 |
|
|
2024
Q2 | $8.17M | Sell |
109,047
-23,033
| -17% | -$1.72M | 0.25% | 87 |
|
|
2024
Q1 | $9.96M | Sell |
132,080
-17,733
| -12% | -$1.34M | 0.31% | 79 |
|
|
2023
Q4 | $11.4M | Buy |
149,813
+39,116
| +35% | +$2.99M | 0.38% | 68 |
|
|
2023
Q3 | $8M | Buy |
110,697
+423
| +0.4% | +$30.6K | 0.3% | 82 |
|
|
2023
Q2 | $8.3M | Buy |
110,274
+6,963
| +7% | +$524K | 0.3% | 83 |
|
|
2023
Q1 | $7.93M | Buy |
103,311
+15,726
| +18% | +$1.21M | 0.3% | 87 |
|
|
2022
Q4 | $6.51M | Buy |
87,585
+8,251
| +10% | +$613K | 0.27% | 97 |
|
|
2022
Q3 | $5.83M | Buy |
79,334
+6,015
| +8% | +$442K | 0.26% | 107 |
|
|
2022
Q2 | $5.69M | Buy |
73,319
+9,110
| +14% | +$707K | 0.25% | 113 |
|
|
2022
Q1 | $5.26M | Buy |
64,209
+9,308
| +17% | +$762K | 0.2% | 123 |
|
|
2021
Q4 | $4.81M | Buy |
54,901
+2,581
| +5% | +$226K | 0.18% | 126 |
|
|
2021
Q3 | $4.68M | Buy |
52,320
+3,303
| +7% | +$295K | 0.19% | 123 |
|
|
2021
Q2 | $4.41M | Buy |
49,017
+7,354
| +18% | +$662K | 0.19% | 127 |
|
|
2021
Q1 | $3.7M | Buy |
41,663
+10,542
| +34% | +$935K | 0.17% | 132 |
|
|
2020
Q4 | $2.89M | Buy |
31,121
+5,050
| +19% | +$469K | 0.15% | 139 |
|
|
2020
Q3 | $2.44M | Buy |
26,071
+19,364
| +289% | +$1.81M | 0.14% | 140 |
|
|
2020
Q2 | $625K | Buy |
6,707
+4,820
| +255% | +$449K | 0.04% | 221 |
|
|
2020
Q1 | $169K | Sell |
1,887
-587
| -24% | -$52.6K | 0.01% | 311 |
|
|
2019
Q4 | $216K | Buy |
2,474
+1,018
| +70% | +$88.9K | 0.01% | 339 |
|
|
2019
Q3 | $128K | Sell |
1,456
-503
| -26% | -$44.2K | 0.01% | 366 |
|
|
2019
Q2 | $169K | Buy |
1,959
+594
| +44% | +$51.2K | 0.01% | 349 |
|
|
2019
Q1 | $115K | Sell |
1,365
-1,000
| -42% | -$83.9K | 0.01% | 374 |
|
|
2018
Q4 | $192K | Sell |
2,365
-1,573
| -40% | -$128K | 0.02% | 319 |
|
|
2018
Q3 | $317K | Sell |
3,938
-397
| -9% | -$32K | 0.02% | 308 |
|
|
2018
Q2 | $351K | Sell |
4,335
-500
| -10% | -$40.5K | 0.03% | 295 |
|
|
2018
Q1 | $395K | Sell |
4,835
-4,615
| -49% | -$377K | 0.03% | 262 |
|
|
2017
Q4 | $792K | Buy |
+9,450
| New | +$792K | 0.07% | 201 |
|