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

MassMutual Private Wealth & Trust’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
13,052
-4,627
-26% -$361K 0.03% 254
2026
Q1 		$1.39M Sell
17,679
-535
-3% -$42.1K 0.04% 219
2025
Q4 		$1.44M Buy
18,214
+1,793
+11% +$141K 0.04% 216
2025
Q3 		$1.3M Buy
16,421
+351
+2% +$27.6K 0.03% 223
2025
Q2 		$1.26M Buy
16,070
+246
+2% +$19.2K 0.03% 225
2025
Q1 		$1.24M Buy
15,824
+531
+3% +$41.2K 0.04% 231
2024
Q4 		$1.18M Sell
15,293
-908
-6% -$70.5K 0.03% 239
2024
Q3 		$1.27M Sell
16,201
-860
-5% -$67K 0.04% 228
2024
Q2 		$1.31M Sell
17,061
-4,228
-20% -$323K 0.04% 217
2024
Q1 		$1.63M Sell
21,289
-3,281
-13% -$252K 0.05% 204
2023
Q4 		$1.89M Sell
24,570
-8,714
-26% -$660K 0.06% 188
2023
Q3 		$2.5M Sell
33,284
-5,615
-14% -$423K 0.09% 173
2023
Q2 		$2.94M Sell
38,899
-2,474
-6% -$189K 0.11% 170
2023
Q1 		$3.16M Sell
41,373
-2,304
-5% -$175K 0.12% 162
2022
Q4 		$3.29M Sell
43,677
-1,933
-4% -$145K 0.14% 149
2022
Q3 		$3.41M Sell
45,610
-3,827
-8% -$292K 0.15% 141
2022
Q2 		$3.8M Sell
49,437
-1,370
-3% -$106K 0.16% 136
2022
Q1 		$3.96M Sell
50,807
-855
-2% -$67.9K 0.15% 138
2021
Q4 		$4.18M Sell
51,662
-18,407
-26% -$1.5M 0.16% 142
2021
Q3 		$5.74M Sell
70,069
-2,329
-3% -$191K 0.24% 106
2021
Q2 		$5.95M Buy
72,398
+5,410
+8% +$445K 0.25% 103
2021
Q1 		$5.51M Buy
66,988
+20,112
+43% +$1.66M 0.26% 106
2020
Q4 		$3.89M Buy
46,876
+13,255
+39% +$1.1M 0.2% 123
2020
Q3 		$2.79M Buy
33,621
+14,561
+76% +$1.21M 0.16% 136
2020
Q2 		$1.58M Buy
19,060
+10,716
+128% +$886K 0.1% 165
2020
Q1 		$686K Buy
8,344
+955
+13% +$77.5K 0.05% 204
2019
Q4 		$596K Sell
7,389
-700
-9% -$56.5K 0.04% 246
2019
Q3 		$654K Sell
8,089
-210
-3% -$16.9K 0.04% 231
2019
Q2 		$668K Sell
8,299
-6,927
-45% -$552K 0.05% 229
2019
Q1 		$1.21M Sell
15,226
-18,023
-54% -$1.42M 0.09% 179
2018
Q4 		$2.61M Buy
33,249
+20,847
+168% +$1.63M 0.22% 110
2018
Q3 		$968K Buy
12,402
+103
+0.8% +$8.05K 0.07% 190
2018
Q2 		$962K Sell
12,299
-360
-3% -$28.1K 0.08% 187
2018
Q1 		$993K Sell
12,659
-4,192
-25% -$329K 0.08% 179
2017
Q4 		$1.33M Buy
+16,851
New +$1.34M 0.11% 159
2014
Q4 		– Sell
-30,979
Closed -$2.48M – 614
2014
Q3 		$2.48M Buy
+30,979
New +$2.48M 0.49% 52

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Vanguard Short-Term Bond ETF (BSV) stake by 26% in Q2 2026, selling an estimated $361K and leaving 13,052 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #254.

MassMutual Private Wealth & Trust first reported a position in BSV in Q3 2014 and has held it in 36 quarters since. The position peaked at $5.95M in Q2 2021. 724 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 13,052 shares of Vanguard Short-Term Bond ETF worth $1.02M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 4,627 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $361K.
  • Vanguard Short-Term Bond ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #254 holding.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard Short-Term Bond ETF in Q3 2014 and has held it in 36 quarters since.
  • MassMutual Private Wealth & Trust's Vanguard Short-Term Bond ETF position peaked at $5.95M in Q2 2021.
  • 724 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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