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

MassMutual Private Wealth & Trust’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.57M Buy
95,326
+459
+0.5% +$31.5K 0.17% 111
2026
Q1 		$6.52M Buy
94,867
+2,639
+3% +$184K 0.18% 108
2025
Q4 		$6.41M Sell
92,228
-1,924
-2% -$136K 0.17% 112
2025
Q3 		$6.67M Buy
94,152
+6,543
+7% +$454K 0.17% 111
2025
Q2 		$6.09M Buy
87,609
+4,399
+5% +$300K 0.16% 122
2025
Q1 		$5.86M Buy
83,210
+5,776
+7% +$401K 0.17% 123
2024
Q4 		$5.3M Buy
77,434
+776
+1% +$55.4K 0.15% 126
2024
Q3 		$5.76M Buy
76,658
+4,490
+6% +$330K 0.16% 112
2024
Q2 		$5.07M Buy
72,168
+3,766
+6% +$264K 0.15% 126
2024
Q1 		$4.95M Buy
68,402
+1,303
+2% +$94K 0.15% 127
2023
Q4 		$5M Buy
67,099
+3,906
+6% +$268K 0.17% 126
2023
Q3 		$4.24M Buy
63,193
+3,085
+5% +$220K 0.16% 130
2023
Q2 		$4.5M Buy
60,108
+2,658
+5% +$200K 0.16% 124
2023
Q1 		$4.4M Buy
57,450
+994
+2% +$75.1K 0.17% 127
2022
Q4 		$4.09M Buy
56,456
+3,743
+7% +$271K 0.17% 137
2022
Q3 		$3.79M Sell
52,713
-1,793
-3% -$142K 0.17% 133
2022
Q2 		$4.34M Buy
54,506
+4,258
+8% +$350K 0.19% 123
2022
Q1 		$4.61M Buy
50,248
+2,005
+4% +$191K 0.17% 129
2021
Q4 		$4.96M Buy
48,243
+1,817
+4% +$188K 0.18% 124
2021
Q3 		$4.75M Buy
46,426
+1,513
+3% +$159K 0.2% 122
2021
Q2 		$4.63M Buy
44,913
+223
+0.5% +$22.3K 0.2% 123
2021
Q1 		$4.39M Buy
44,690
+2,347
+6% +$241K 0.21% 122
2020
Q4 		$4.64M Buy
42,343
+1,215
+3% +$135K 0.24% 113
2020
Q3 		$4.6M Buy
41,128
+1,693
+4% +$193K 0.27% 102
2020
Q2 		$4.4M Buy
39,435
+1,866
+5% +$204K 0.28% 98
2020
Q1 		$4.01M Buy
37,569
+729
+2% +$76.1K 0.32% 79
2019
Q4 		$3.7M Buy
36,840
+100
+0.3% +$10.1K 0.23% 119
2019
Q3 		$3.77M Sell
36,740
-760
-2% -$76.4K 0.25% 112
2019
Q2 		$3.64M Sell
37,500
-1,177
-3% -$109K 0.25% 110
2019
Q1 		$3.56M Buy
38,677
+14,624
+61% +$1.3M 0.26% 105
2018
Q4 		$2.1M Buy
24,053
+464
+2% +$39.6K 0.18% 129
2018
Q3 		$2.06M Buy
23,589
+1,956
+9% +$173K 0.15% 137
2018
Q2 		$1.92M Buy
21,633
+3,459
+19% +$306K 0.15% 142
2018
Q1 		$1.65M Buy
18,174
+2,568
+16% +$234K 0.14% 145
2017
Q4 		$1.48M Buy
+15,606
New +$1.47M 0.12% 151

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.48% in Q2 2026, buying an estimated $31.5K and bringing the position to 95,326 shares worth $6.57M. The position accounts for 0.17% of the portfolio, ranked #111.

MassMutual Private Wealth & Trust first reported a position in BLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.67M in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 95,326 shares of Vanguard Long-Term Bond ETF worth $6.57M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 459 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard Long-Term Bond ETF made up 0.17% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #111 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Long-Term Bond ETF position peaked at $6.67M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

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