MassMutual Private Wealth & Trust’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21,910	Closed	-$569K	–	2521
2025 Q4	$569K	Sell	21,910 -5,651	-21%	-$147K	0.01%	297
2025 Q3	$713K	Buy	27,561 +6,124	+29%	+$157K	0.02%	282
2025 Q2	$545K	Buy	+21,437	New	+$537K	0.01%	307

Other funds holding IBMT

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

PWM

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

LIA

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

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q1 2026, closing a stake of 21,910 shares — an estimated $569K sold.

MassMutual Private Wealth & Trust first reported a position in IBMT in Q2 2025 and held it in 3 quarters. The position peaked at $713K in Q3 2025. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining iShares iBonds Dec 2031 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 21,910 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $569K.
MassMutual Private Wealth & Trust first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and held it in 3 quarters.
MassMutual Private Wealth & Trust's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $713K in Q3 2025.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

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