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MassMutual Private Wealth & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$721K Buy
7,621
+26
+0.3% +$2.46K 0.02% 277
2026
Q1 		$725K Sell
7,595
-2,458
-24% -$236K 0.02% 274
2025
Q4 		$967K Buy
10,053
+1,675
+20% +$162K 0.02% 242
2025
Q3 		$808K Sell
8,378
-150
-2% -$14.3K 0.02% 266
2025
Q2 		$817K Sell
8,528
-59
-0.7% -$5.58K 0.02% 268
2025
Q1 		$819K Buy
8,587
+263
+3% +$24.6K 0.02% 268
2024
Q4 		$770K Sell
8,324
-1,469
-15% -$139K 0.02% 273
2024
Q3 		$961K Buy
9,793
+471
+5% +$45.5K 0.03% 243
2024
Q2 		$873K Sell
9,322
-4,094
-31% -$380K 0.03% 245
2024
Q1 		$1.27M Buy
13,416
+469
+4% +$44.4K 0.04% 224
2023
Q4 		$1.25M Buy
12,947
+3,882
+43% +$359K 0.04% 219
2023
Q3 		$830K Buy
9,065
+1,980
+28% +$187K 0.03% 237
2023
Q2 		$684K Sell
7,085
-1,027
-13% -$101K 0.02% 251
2023
Q1 		$804K Sell
8,112
-455
-5% -$44.5K 0.03% 237
2022
Q4 		$821K Buy
8,567
+140
+2% +$13.4K 0.03% 240
2022
Q3 		$809K Buy
8,427
+8,377
+16,754% +$850K 0.04% 231
2022
Q2 		$5K Hold
50
– – ﹤0.01% 891
2022
Q1 		$5K Hold
50
– – ﹤0.01% 924
2021
Q4 		$6K Hold
50
– – ﹤0.01% 855
2021
Q3 		$6K Hold
50
– – ﹤0.01% 822
2021
Q2 		$6K Hold
50
– – ﹤0.01% 794
2021
Q1 		$6K Sell
50
-789
-94% -$91.9K ﹤0.01% 684
2020
Q4 		$101K Buy
839
+732
+684% +$88.1K 0.01% 389
2020
Q3 		$13K Buy
107
+57
+114% +$6.95K ﹤0.01% 549
2020
Q2 		$6K Sell
50
-11,619
-100% -$1.41M ﹤0.01% 589
2020
Q1 		$1.42M Sell
11,669
-990
-8% -$114K 0.11% 162
2019
Q4 		$1.4M Sell
12,659
-603
-5% -$67.2K 0.09% 182
2019
Q3 		$1.49M Buy
13,262
+494
+4% +$55.1K 0.1% 176
2019
Q2 		$1.41M Buy
12,768
+1,593
+14% +$171K 0.1% 176
2019
Q1 		$1.19M Buy
11,175
+11,125
+22,250% +$1.16M 0.09% 181
2018
Q4 		$5.21K Hold
50
– – ﹤0.01% 657
2018
Q3 		$5.06K Hold
50
– – ﹤0.01% 718
2018
Q2 		$5.13K Hold
50
– – ﹤0.01% 721
2018
Q1 		$5.16K Hold
50
– – ﹤0.01% 702
2017
Q4 		$5.28K Hold
50
– – ﹤0.01% 656
2017
Q3 		$5.33K Hold
50
– – ﹤0.01% 838
2017
Q2 		$5.33K Hold
50
– – ﹤0.01% 819
2017
Q1 		$5.28K Hold
50
– – ﹤0.01% 797
2016
Q4 		$5.24K Buy
+50
New +$5.37K ﹤0.01% 531

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.34% in Q2 2026, buying an estimated $2.46K and bringing the position to 7,621 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #277.

MassMutual Private Wealth & Trust first reported a position in IEF in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.49M in Q3 2019. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 7,621 shares of iShares 7-10 Year Treasury Bond ETF worth $721K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 26 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.46K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #277 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • MassMutual Private Wealth & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $1.49M in Q3 2019.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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