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MassMutual Private Wealth & Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.62M Buy
43,570
+1,490
+4% +$158K 0.12% 137
2026
Q1 		$4.49M Sell
42,080
-431
-1% -$46.2K 0.12% 138
2025
Q4 		$4.56M Sell
42,511
-403
-0.9% -$43.3K 0.12% 140
2025
Q3 		$4.61M Buy
42,914
+312
+0.7% +$33.3K 0.12% 141
2025
Q2 		$4.55M Buy
42,602
+2,412
+6% +$255K 0.12% 140
2025
Q1 		$4.26M Sell
40,190
-21,997
-35% -$2.31M 0.12% 143
2024
Q4 		$6.48M Buy
62,187
+27,646
+80% +$2.9M 0.18% 113
2024
Q3 		$3.7M Buy
34,541
+24,105
+231% +$2.55M 0.11% 163
2024
Q2 		$1.08M Buy
+10,436
New +$1.08M 0.03% 234
2024
Q1 		– Sell
-1,525
Closed -$160K – 2084
2023
Q4 		$160K Buy
+1,525
New +$156K 0.01% 396
2023
Q1 		– Sell
-39,136
Closed -$4.01M – 1839
2022
Q4 		$4.01M Buy
+39,136
New +$4M 0.17% 139
2022
Q3 		– Sell
-325
Closed -$34K – 1689
2022
Q2 		$34K Buy
+325
New +$34.5K ﹤0.01% 501
2022
Q1 		– Sell
-8,526
Closed -$970K – 1568
2021
Q4 		$970K Buy
+8,526
New +$974K 0.04% 240
2021
Q2 		– Sell
-220
Closed -$25K – 1244
2021
Q1 		$25K Sell
220
-12,322
-98% -$1.43M ﹤0.01% 498
2020
Q4 		$1.48M Buy
12,542
+135
+1% +$15.9K 0.08% 179
2020
Q3 		$1.46M Buy
12,407
+275
+2% +$32.4K 0.09% 169
2020
Q2 		$1.43M Sell
12,132
-3,960
-25% -$462K 0.09% 173
2020
Q1 		$1.85M Buy
16,092
+8,083
+101% +$921K 0.15% 149
2019
Q4 		$902K Sell
8,009
-554
-6% -$62.6K 0.06% 214
2019
Q3 		$970K Buy
8,563
+452
+6% +$51K 0.07% 205
2019
Q2 		$911K Buy
+8,111
New +$898K 0.06% 212
2019
Q1 		– Sell
-18,075
Closed -$1.96M – 911
2018
Q4 		$1.96M Buy
+18,075
New +$1.94M 0.17% 138
2014
Q4 		– Sell
-9,951
Closed -$1.1M – 666
2014
Q3 		$1.1M Buy
+9,951
New +$1.1M 0.22% 114

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3.5% in Q2 2026, buying an estimated $158K and bringing the position to 43,570 shares worth $4.62M. The position accounts for 0.12% of the portfolio, ranked #137.

MassMutual Private Wealth & Trust first reported a position in GVI in Q3 2014 and has held it in 23 quarters since. The position peaked at $6.48M in Q4 2024. 114 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 43,570 shares of iShares Intermediate Government/Credit Bond ETF worth $4.62M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 1,490 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $158K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.12% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #137 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2014 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $6.48M in Q4 2024.
  • 114 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

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