MassMutual Private Wealth & Trust’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,146	Closed	-$156K	–	2438
2025 Q4	$156K	Sell	6,146 -1,578	-20%	-$40.1K	﹤0.01%	491
2025 Q3	$197K	Sell	7,724 -4,821	-38%	-$123K	0.01%	449
2025 Q2	$317K	Buy	+12,545	New	+$313K	0.01%	379

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBMR Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2026, closing a stake of 6,146 shares — an estimated $156K sold.

MassMutual Private Wealth & Trust first reported a position in IBMR in Q2 2025 and held it in 3 quarters. The position peaked at $317K in Q2 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 6,146 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $156K.
MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and held it in 3 quarters.
MassMutual Private Wealth & Trust's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $317K in Q2 2025.
129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.