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MassMutual Private Wealth & Trust’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-523
Closed -$12.1K – 2413
2024
Q4 		$12.1K Buy
+523
New +$12.2K ﹤0.01% 1187

Other funds holding IBHF

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBHF Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2025, closing a stake of 523 shares — an estimated $12.1K sold.

MassMutual Private Wealth & Trust first reported a position in IBHF in Q4 2024 and held it in 1 quarter. The position peaked at $12.1K in Q4 2024. 135 funds tracked by Wall St. Rank hold IBHF as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 523 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2025, an estimated $12.1K.
  • MassMutual Private Wealth & Trust first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $12.1K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.