MassMutual Private Wealth & Trust’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.45K	Hold	135	–	–	﹤0.01%	1820
2026 Q1	$3.45K	Sell	135 -13,480	-99%	-$346K	﹤0.01%	1812
2025 Q4	$348K	Sell	13,615 -3,462	-20%	-$88.4K	0.01%	360
2025 Q3	$438K	Sell	17,077 -2,583	-13%	-$66.1K	0.01%	332
2025 Q2	$500K	Buy	19,660 +19,525	+14,463%	+$492K	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	$3.29K	Hold	135	–	–	﹤0.01%	1370
2023 Q2	$3.4K	Sell	135 -18,643	-99%	-$472K	﹤0.01%	1323
2023 Q1	$481K	Buy	+18,778	New	+$477K	0.02%	274
2022 Q2	–	Sell	-33,954	Closed	-$865K	–	1605
2022 Q1	$865K	Buy	33,954 +250	+0.7%	+$6.58K	0.03%	241
2021 Q4	$918K	Buy	33,704 +7,771	+30%	+$211K	0.03%	247
2021 Q3	$706K	Buy	25,933 +1,404	+6%	+$38.6K	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%	+$446K	0.03%	255
2020 Q4	$231K	Buy	8,353 +328	+4%	+$8.97K	0.01%	331
2020 Q3	$219K	Sell	8,025 -995	-11%	-$27.2K	0.01%	328
2020 Q2	$244K	Buy	+9,020	New	+$240K	0.02%	315