MPWT
MassMutual Private Wealth & Trust’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
66,130
+5,542
| +9% | +$408K | 0.13% | 134 |
|
|
2025
Q1 | $4.45M | Sell |
60,588
-2,089
| -3% | -$153K | 0.13% | 141 |
|
|
2024
Q4 | $4.51M | Buy |
62,677
+174
| +0.3% | +$12.5K | 0.13% | 137 |
|
|
2024
Q3 | $4.69M | Buy |
62,503
+9,815
| +19% | +$737K | 0.13% | 140 |
|
|
2024
Q2 | $3.8M | Sell |
52,688
-1,591
| -3% | -$115K | 0.12% | 156 |
|
|
2024
Q1 | $3.94M | Sell |
54,279
-10,835
| -17% | -$787K | 0.12% | 147 |
|
|
2023
Q4 | $4.79M | Buy |
65,114
+31,626
| +94% | +$2.33M | 0.16% | 128 |
|
|
2023
Q3 | $2.34M | Buy |
33,488
+8,338
| +33% | +$582K | 0.09% | 178 |
|
|
2023
Q2 | $1.83M | Buy |
25,150
+1,223
| +5% | +$88.9K | 0.07% | 192 |
|
|
2023
Q1 | $1.77M | Sell |
23,927
-8,641
| -27% | -$638K | 0.07% | 192 |
|
|
2022
Q4 | $2.34M | Buy |
32,568
+15,572
| +92% | +$1.12M | 0.1% | 177 |
|
|
2022
Q3 | $1.21M | Buy |
16,996
+1,011
| +6% | +$72.1K | 0.06% | 209 |
|
|
2022
Q2 | $1.2M | Buy |
15,985
+2,662
| +20% | +$200K | 0.05% | 212 |
|
|
2022
Q1 | $1.06M | Sell |
13,323
-768
| -5% | -$61.1K | 0.04% | 226 |
|
|
2021
Q4 | $1.19M | Buy |
14,091
+168
| +1% | +$14.2K | 0.04% | 227 |
|
|
2021
Q3 | $1.19M | Sell |
13,923
-678
| -5% | -$57.9K | 0.05% | 218 |
|
|
2021
Q2 | $1.25M | Sell |
14,601
-802
| -5% | -$68.9K | 0.05% | 211 |
|
|
2021
Q1 | $1.31M | Sell |
15,403
-1,780
| -10% | -$151K | 0.06% | 202 |
|
|
2020
Q4 | $1.52M | Buy |
17,183
+48
| +0.3% | +$4.23K | 0.08% | 177 |
|
|
2020
Q3 | $1.51M | Buy |
17,135
+1,182
| +7% | +$104K | 0.09% | 166 |
|
|
2020
Q2 | $1.41M | Buy |
15,953
+2,424
| +18% | +$214K | 0.09% | 176 |
|
|
2020
Q1 | $1.16M | Sell |
13,529
-851
| -6% | -$72.7K | 0.09% | 172 |
|
|
2019
Q4 | $1.21M | Buy |
14,380
+1,128
| +9% | +$94.6K | 0.07% | 192 |
|
|
2019
Q3 | $1.12M | Sell |
13,252
-826
| -6% | -$69.7K | 0.07% | 194 |
|
|
2019
Q2 | $1.17M | Sell |
14,078
-1,074
| -7% | -$89.2K | 0.08% | 189 |
|
|
2019
Q1 | $1.23M | Buy |
15,152
+330
| +2% | +$26.8K | 0.09% | 178 |
|
|
2018
Q4 | $1.17M | Buy |
14,822
+1,620
| +12% | +$128K | 0.1% | 170 |
|
|
2018
Q3 | $1.04M | Sell |
13,202
-383
| -3% | -$30.1K | 0.08% | 181 |
|
|
2018
Q2 | $1.08M | Buy |
13,585
+2,415
| +22% | +$191K | 0.09% | 175 |
|
|
2018
Q1 | $893K | Buy |
11,170
+985
| +10% | +$78.7K | 0.07% | 194 |
|
|
2017
Q4 | $831K | Buy |
+10,185
| New | +$831K | 0.07% | 193 |
|
|
2014
Q4 | – | Sell |
-3,040
| Closed | -$249K | – | 614 |
|
|
2014
Q3 | $249K | Sell |
3,040
-900
| -23% | -$73.7K | 0.05% | 240 |
|
|
2014
Q2 | $324K | Buy |
+3,940
| New | +$324K | 0.13% | 135 |
|