MassMutual Private Wealth & Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1K	Buy	+92	New	+$2.1K	﹤0.01%	1993
2024 Q4	–	Sell	-15,568	Closed	-$365K	–	2323
2024 Q3	$365K	Sell	15,568 -7,645	-33%	-$177K	0.01%	336
2024 Q2	$524K	Buy	23,213 +21,732	+1,467%	+$487K	0.02%	298
2024 Q1	$33.7K	Hold	1,481	–	–	﹤0.01%	701
2023 Q4	$34.1K	Sell	1,481 -1,559	-51%	-$34.7K	﹤0.01%	694
2023 Q3	$67K	Buy	3,040 +2,858	+1,570%	+$64.3K	﹤0.01%	528
2023 Q2	$4.17K	Buy	+182	New	+$4.22K	﹤0.01%	1267
2023 Q1	–	Sell	-946	Closed	-$21K	–	1838
2022 Q4	$21K	Buy	+946	New	+$21.5K	﹤0.01%	623
2021 Q4	–	Sell	-2,847	Closed	-$76K	–	1421
2021 Q3	$76K	Buy	2,847 +811	+40%	+$21.7K	﹤0.01%	429
2021 Q2	$54K	Buy	2,036 +536	+36%	+$14.1K	﹤0.01%	466
2021 Q1	$39K	Sell	1,500 -1,227	-45%	-$32.8K	﹤0.01%	461
2020 Q4	$74K	Buy	2,727 +907	+50%	+$25K	﹤0.01%	413
2020 Q3	$51K	Buy	1,820 +911	+100%	+$25.5K	﹤0.01%	418
2020 Q2	$25K	Buy	+909	New	+$25.4K	﹤0.01%	454
2020 Q1	–	Sell	-10,204	Closed	-$265K	–	718
2019 Q4	$265K	Buy	+10,204	New	+$267K	0.02%	327

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

MassMutual Private Wealth & Trust opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2026: 92 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #1993 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in GOVT as recently as Q3 2024.

MassMutual Private Wealth & Trust first reported a position in GOVT in Q4 2019 and has held it in 15 quarters since. The position peaked at $524K in Q2 2024. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

MassMutual Private Wealth & Trust held 92 shares of iShares US Treasury Bond ETF worth $2.1K as of Q2 2026.
iShares US Treasury Bond ETF was a new MassMutual Private Wealth & Trust position in Q2 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1993 holding.
MassMutual Private Wealth & Trust first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's iShares US Treasury Bond ETF position peaked at $524K in Q2 2024.
959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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