MPWT
MassMutual Private Wealth & Trust’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
19,660
+19,525
| +14,463% | +$496K | 0.01% | 319 |
|
|
2025
Q1 | $3.41K | Hold |
135
| – | – | ﹤0.01% | 1745 |
|
|
2024
Q4 | $3.4K | Hold |
135
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q3 | $3.46K | Hold |
135
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q2 | $3.38K | Hold |
135
| – | – | ﹤0.01% | 1457 |
|
|
2024
Q1 | $3.41K | Hold |
135
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q4 | $3.46K | Hold |
135
| – | – | ﹤0.01% | 1344 |
|
|
2023
Q3 | $3.3K | Hold |
135
| – | – | ﹤0.01% | 1370 |
|
|
2023
Q2 | $3.4K | Sell |
135
-18,643
| -99% | -$469K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $481K | Buy |
+18,778
| New | +$481K | 0.02% | 274 |
|
|
2022
Q2 | – | Sell |
-33,954
| Closed | -$865K | – | 1614 |
|
|
2022
Q1 | $865K | Buy |
33,954
+250
| +0.7% | +$6.37K | 0.03% | 241 |
|
|
2021
Q4 | $918K | Buy |
33,704
+7,771
| +30% | +$212K | 0.03% | 247 |
|
|
2021
Q3 | $706K | Buy |
25,933
+1,404
| +6% | +$38.2K | 0.03% | 258 |
|
|
2021
Q2 | $673K | Sell |
24,529
-74
| -0.3% | -$2.03K | 0.03% | 260 |
|
|
2021
Q1 | $668K | Buy |
24,603
+16,250
| +195% | +$441K | 0.03% | 255 |
|
|
2020
Q4 | $231K | Buy |
8,353
+328
| +4% | +$9.07K | 0.01% | 331 |
|
|
2020
Q3 | $219K | Sell |
8,025
-995
| -11% | -$27.2K | 0.01% | 328 |
|
|
2020
Q2 | $244K | Buy |
+9,020
| New | +$244K | 0.02% | 315 |
|