MPWT
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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 – 2415
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return