MassMutual Private Wealth & Trust’s iShares Bitcoin Trust IBIT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7K	Sell	472 -950	-67%	-$38.6K	﹤0.01%	1208
2026 Q1	$54.6K	Hold	1,422	–	–	﹤0.01%	740
2025 Q4	$70.6K	Sell	1,422 -1,428	-50%	-$81.1K	﹤0.01%	687
2025 Q3	$185K	Buy	2,850 +332	+13%	+$21.6K	﹤0.01%	461
2025 Q2	$154K	Buy	2,518 +81	+3%	+$4.54K	﹤0.01%	491
2025 Q1	$114K	Hold	2,437	–	–	﹤0.01%	524
2024 Q4	$129K	Buy	2,437 +950	+64%	+$44.9K	﹤0.01%	530
2024 Q3	$53.7K	Buy	1,487 +1,265	+570%	+$43.9K	﹤0.01%	646
2024 Q2	$7.58K	Buy	+222	New	+$8.29K	﹤0.01%	1175

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its iShares Bitcoin Trust (IBIT) stake by 67% in Q2 2026, selling an estimated $38.6K and leaving 472 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

MassMutual Private Wealth & Trust first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $185K in Q3 2025. 754 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

MassMutual Private Wealth & Trust held 472 shares of iShares Bitcoin Trust worth $15.7K as of Q2 2026.
MassMutual Private Wealth & Trust sold 950 iShares Bitcoin Trust shares in Q2 2026, an estimated $38.6K.
iShares Bitcoin Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1208 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's iShares Bitcoin Trust position peaked at $185K in Q3 2025.
754 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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