MassMutual Private Wealth & Trust
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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
Q3 		$47.3K Buy
1,000
+528
+112% +$21.3K ﹤0.01% 754
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

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBIT Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its iShares Bitcoin Trust (IBIT) stake by 112% in Q3 2026, buying an estimated $21.3K and bringing the position to 1,000 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

MassMutual Private Wealth & Trust first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. The position peaked at $185K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • MassMutual Private Wealth & Trust held 1,000 shares of iShares Bitcoin Trust worth $47.3K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 528 iShares Bitcoin Trust shares in Q3 2026, an estimated $21.3K.
  • iShares Bitcoin Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #754 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • MassMutual Private Wealth & Trust's iShares Bitcoin Trust position peaked at $185K in Q3 2025.
  • 1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.