MassMutual Private Wealth & Trust’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,539	Closed	-$495K	–	2413
2025 Q2	$495K	Buy	+19,539	New	+$492K	0.01%	320
2021 Q1	–	Sell	-25,306	Closed	-$691K	–	1139
2020 Q4	$691K	Buy	25,306 +1,071	+4%	+$29.1K	0.04%	242
2020 Q3	$656K	Buy	24,235 +561	+2%	+$15.2K	0.04%	231
2020 Q2	$635K	Buy	23,674 +5,954	+34%	+$157K	0.04%	218
2020 Q1	$461K	Buy	17,720 +1,767	+11%	+$46.2K	0.04%	232
2019 Q4	$415K	Buy	15,953 +152	+1%	+$3.95K	0.03%	292
2019 Q3	$411K	Buy	+15,801	New	+$411K	0.03%	287

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBMP Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2025, closing a stake of 19,539 shares — an estimated $495K sold.

MassMutual Private Wealth & Trust first reported a position in IBMP in Q3 2019 and held it in 7 quarters. The position peaked at $691K in Q4 2020. 171 funds tracked by Wall St. Rank hold IBMP as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 19,539 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2025, an estimated $495K.
MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2019 and held it in 7 quarters.
MassMutual Private Wealth & Trust's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $691K in Q4 2020.
171 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.