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

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

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBMQ Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 135 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

MassMutual Private Wealth & Trust first reported a position in IBMQ in Q2 2020 and has held it in 22 quarters since. The position peaked at $918K in Q4 2021. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 135 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.45K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1820 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $918K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.