MPWT
IBML
MassMutual Private Wealth & Trust’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-31,143
| Closed | -$810K | – | 1505 |
|
2021
Q3 | $810K | Buy |
31,143
+1,689
| +6% | +$43.9K | 0.03% | 246 |
|
2021
Q2 | $769K | Sell |
29,454
-87
| -0.3% | -$2.27K | 0.03% | 250 |
|
2021
Q1 | $773K | Buy |
29,541
+3,197
| +12% | +$83.7K | 0.04% | 242 |
|
2020
Q4 | $690K | Buy |
26,344
+1,324
| +5% | +$34.7K | 0.04% | 243 |
|
2020
Q3 | $658K | Buy |
+25,020
| New | +$658K | 0.04% | 229 |
|