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MassMutual Private Wealth & Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IBDR Stock Details IBDR 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 – 1604
2022
Q1 		$6K Buy
+250
New +$6.32K ﹤0.01% 871

Other funds holding IBDR

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2022, closing a stake of 250 shares — an estimated $6K sold.

MassMutual Private Wealth & Trust first reported a position in IBDR in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 146 funds tracked by Wall St. Rank hold IBDR as of Q2 2022.

  • MassMutual Private Wealth & Trust reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 250 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2022, an estimated $6K.
  • MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $6K in Q1 2022.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2022.

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