MPWT
IBDP

MassMutual Private Wealth & Trust’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-250
Closed -$6K – 1752
2022
Q1 		$6K Buy
+250
New +$6.37K ﹤0.01% 894

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBDP Position: Q2 2022 in Review

MassMutual Private Wealth & Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2022, closing a stake of 250 shares — an estimated $6K sold.

MassMutual Private Wealth & Trust first reported a position in IBDP in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 224 funds tracked by Wall St. Rank hold IBDP as of Q2 2022.

  • MassMutual Private Wealth & Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 250 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2022, an estimated $6K.
  • MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2022, filed 7 Jul 2022.