MPWT
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MassMutual Private Wealth & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.67M Buy
86,974
+3,120
+4% +$240K 0.17% 109
2026
Q1 		$6.47M Buy
83,854
+1,806
+2% +$141K 0.18% 109
2025
Q4 		$6.39M Sell
82,048
-2,937
-3% -$230K 0.16% 113
2025
Q3 		$6.64M Buy
84,985
+1,709
+2% +$132K 0.17% 113
2025
Q2 		$6.44M Buy
83,276
+4,489
+6% +$342K 0.17% 114
2025
Q1 		$6.03M Buy
78,787
+257
+0.3% +$19.4K 0.17% 118
2024
Q4 		$5.87M Buy
78,530
+9,723
+14% +$739K 0.16% 119
2024
Q3 		$5.39M Sell
68,807
-40,240
-37% -$3.1M 0.15% 123
2024
Q2 		$8.17M Sell
109,047
-23,033
-17% -$1.71M 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% +$2.86M 0.38% 68
2023
Q3 		$8M Buy
110,697
+423
+0.4% +$31.3K 0.3% 82
2023
Q2 		$8.3M Buy
110,274
+6,963
+7% +$530K 0.3% 83
2023
Q1 		$7.93M Buy
103,311
+15,726
+18% +$1.19M 0.3% 87
2022
Q4 		$6.51M Buy
87,585
+8,251
+10% +$611K 0.27% 97
2022
Q3 		$5.83M Buy
79,334
+6,015
+8% +$465K 0.26% 107
2022
Q2 		$5.69M Buy
73,319
+9,110
+14% +$714K 0.25% 113
2022
Q1 		$5.26M Buy
64,209
+9,308
+17% +$786K 0.2% 123
2021
Q4 		$4.81M Buy
54,901
+2,581
+5% +$229K 0.18% 126
2021
Q3 		$4.68M Buy
52,320
+3,303
+7% +$299K 0.19% 123
2021
Q2 		$4.41M Buy
49,017
+7,354
+18% +$657K 0.19% 127
2021
Q1 		$3.7M Buy
41,663
+10,542
+34% +$957K 0.17% 132
2020
Q4 		$2.89M Buy
31,121
+5,050
+19% +$470K 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% +$441K 0.04% 221
2020
Q1 		$169K Sell
1,887
-587
-24% -$52.1K 0.01% 311
2019
Q4 		$216K Buy
2,474
+1,018
+70% +$89.1K 0.01% 339
2019
Q3 		$128K Sell
1,456
-503
-26% -$43.9K 0.01% 366
2019
Q2 		$169K Buy
1,959
+594
+44% +$50.2K 0.01% 349
2019
Q1 		$115K Sell
1,365
-1,000
-42% -$82.3K 0.01% 374
2018
Q4 		$192K Sell
2,365
-1,573
-40% -$126K 0.02% 319
2018
Q3 		$317K Sell
3,938
-397
-9% -$32.1K 0.02% 308
2018
Q2 		$351K Sell
4,335
-500
-10% -$40.4K 0.03% 295
2018
Q1 		$395K Sell
4,835
-4,615
-49% -$379K 0.03% 262
2017
Q4 		$792K Buy
+9,450
New +$796K 0.07% 201

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q2 2026, buying an estimated $240K and bringing the position to 86,974 shares worth $6.67M. The position accounts for 0.17% of the portfolio, ranked #109.

MassMutual Private Wealth & Trust first reported a position in BIV in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.4M in Q4 2023. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 86,974 shares of Vanguard Intermediate-Term Bond ETF worth $6.67M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 3,120 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $240K.
  • Vanguard Intermediate-Term Bond ETF made up 0.17% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #109 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $11.4M in Q4 2023.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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