MassMutual Private Wealth & Trust’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,626	Closed	-$251K	–	2519
2025 Q4	$251K	Sell	9,626 -2,471	-20%	-$64.3K	0.01%	406
2025 Q3	$315K	Sell	12,097 -2,018	-14%	-$52.2K	0.01%	372
2025 Q2	$362K	Buy	+14,115	New	+$358K	0.01%	362

Other funds holding IBMS

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

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

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

LIA

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q1 2026, closing a stake of 9,626 shares — an estimated $251K sold.

MassMutual Private Wealth & Trust first reported a position in IBMS in Q2 2025 and held it in 3 quarters. The position peaked at $362K in Q2 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 9,626 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $251K.
MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and held it in 3 quarters.
MassMutual Private Wealth & Trust's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $362K in Q2 2025.
103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

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