MassMutual Private Wealth & Trust’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,061	Closed	-$253K	–	1424
2021 Q3	$253K	Buy	9,061 +484	+6%	+$13.6K	0.01%	330
2021 Q2	$240K	Sell	8,577 -22	-0.3%	-$616	0.01%	334
2021 Q1	$240K	Sell	8,599 -14,288	-62%	-$401K	0.01%	326
2020 Q4	$645K	Buy	22,887 +1,063	+5%	+$29.9K	0.03%	253
2020 Q3	$613K	Buy	21,824 +9,589	+78%	+$269K	0.04%	237
2020 Q2	$341K	Sell	12,235 -15,390	-56%	-$423K	0.02%	291
2020 Q1	$747K	Buy	27,625 +2,796	+11%	+$76.1K	0.06%	201
2019 Q4	$675K	Buy	24,829 +146	+0.6%	+$3.96K	0.04%	234
2019 Q3	$668K	Buy	24,683 +5,960	+32%	+$162K	0.04%	228
2019 Q2	$504K	Buy	18,723 +9	+0%	+$240	0.03%	256
2019 Q1	$496K	Buy	+18,714	New	+$491K	0.04%	265

Other funds holding IBMN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBMN Position: Q4 2021 in Review

MassMutual Private Wealth & Trust sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2021, closing a stake of 9,061 shares — an estimated $253K sold.

MassMutual Private Wealth & Trust first reported a position in IBMN in Q1 2019 and held it in 11 quarters. The position peaked at $747K in Q1 2020. 83 funds tracked by Wall St. Rank hold IBMN as of Q4 2021.

MassMutual Private Wealth & Trust reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 9,061 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2021, an estimated $253K.
MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2019 and held it in 11 quarters.
MassMutual Private Wealth & Trust's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $747K in Q1 2020.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2021, filed 9 Feb 2022.