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MassMutual Private Wealth & Trust’s iShares Biotechnology ETF IBB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.1K Hold
484
– – ﹤0.01% 598
2026
Q1 		$81.7K Hold
484
– – ﹤0.01% 620
2025
Q4 		$81.7K Hold
484
– – ﹤0.01% 642
2025
Q3 		$69.9K Sell
484
-137
-22% -$18.7K ﹤0.01% 697
2025
Q2 		$78.6K Sell
621
-416
-40% -$51.1K ﹤0.01% 660
2025
Q1 		$133K Hold
1,037
– – ﹤0.01% 498
2024
Q4 		$137K Hold
1,037
– – ﹤0.01% 515
2024
Q3 		$151K Sell
1,037
-855
-45% -$124K ﹤0.01% 453
2024
Q2 		$260K Buy
1,892
+1,530
+423% +$204K 0.01% 365
2024
Q1 		$49.7K Hold
362
– – ﹤0.01% 619
2023
Q4 		$49.2K Buy
362
+225
+164% +$27.5K ﹤0.01% 611
2023
Q3 		$16.8K Sell
137
-16
-10% -$2.04K ﹤0.01% 851
2023
Q2 		$19.4K Buy
153
+51
+50% +$6.63K ﹤0.01% 770
2023
Q1 		$13.2K Hold
102
– – ﹤0.01% 850
2022
Q4 		$13K Hold
102
– – ﹤0.01% 734
2022
Q3 		$12K Hold
102
– – ﹤0.01% 698
2022
Q2 		$12K Hold
102
– – ﹤0.01% 681
2022
Q1 		$13K Hold
102
– – ﹤0.01% 686
2021
Q4 		$16K Sell
102
-1
-1% -$155 ﹤0.01% 638
2021
Q3 		$17K Hold
103
– – ﹤0.01% 620
2021
Q2 		$17K Sell
103
-45
-30% -$6.93K ﹤0.01% 599
2021
Q1 		$22K Buy
148
+46
+45% +$7.31K ﹤0.01% 512
2020
Q4 		$15K Buy
+102
New +$14.6K ﹤0.01% 561
2020
Q2 		– Sell
-150
Closed -$16K – 772
2020
Q1 		$16K Buy
150
+100
+200% +$11.5K ﹤0.01% 469
2019
Q4 		$6K Hold
50
– – ﹤0.01% 681
2019
Q3 		$5K Sell
50
-25
-33% -$2.62K ﹤0.01% 686
2019
Q2 		$8K Sell
75
-62
-45% -$6.59K ﹤0.01% 606
2019
Q1 		$15.3K Hold
137
– – ﹤0.01% 538
2018
Q4 		$13.2K Sell
137
-61
-31% -$6.47K ﹤0.01% 533
2018
Q3 		$24.1K Hold
198
– – ﹤0.01% 491
2018
Q2 		$21.7K Hold
198
– – ﹤0.01% 491
2018
Q1 		$21.1K Hold
198
– – ﹤0.01% 497
2017
Q4 		$21.1K Hold
198
– – ﹤0.01% 534
2017
Q3 		$22K Hold
198
– – ﹤0.01% 637
2017
Q2 		$20.5K Buy
198
+75
+61% +$7.39K ﹤0.01% 617
2017
Q1 		$12K Sell
123
-177
-59% -$16.9K ﹤0.01% 672
2016
Q4 		$26.5K Buy
+300
New +$27.3K ﹤0.01% 402
2015
Q4 		– Sell
-75
Closed -$6.84K – 883
2015
Q3 		$6.84K Sell
75
-150
-67% -$18K ﹤0.01% 580
2015
Q2 		$19.3K Buy
+225
New +$26.9K ﹤0.01% 426
2014
Q4 		– Sell
-75
Closed -$6.84K – 680
2014
Q3 		$6.84K Sell
75
-150
-67% -$13.2K ﹤0.01% 567
2014
Q2 		$19.3K Hold
225
– – 0.01% 304
2014
Q1 		$17.7K Buy
+225
New +$18.7K 0.01% 274

Other funds holding IBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 484 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

MassMutual Private Wealth & Trust first reported a position in IBB in Q1 2014 and has held it in 42 quarters since. The position peaked at $260K in Q2 2024. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 484 shares of iShares Biotechnology ETF worth $92.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #598 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Biotechnology ETF in Q1 2014 and has held it in 42 quarters since.
  • MassMutual Private Wealth & Trust's iShares Biotechnology ETF position peaked at $260K in Q2 2024.
  • 421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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