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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
+19,539
New +$495K 0.01% 320
2021
Q1
Sell
-25,306
Closed -$691K 1139
2020
Q4
$691K Buy
25,306
+1,071
+4% +$29.2K 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% +$160K 0.04% 218
2020
Q1
$461K Buy
17,720
+1,767
+11% +$46K 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