MPWT
MassMutual Private Wealth & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Sell |
8,528
-59
| -0.7% | -$5.65K | 0.02% | 268 |
|
|
2025
Q1 | $819K | Buy |
8,587
+263
| +3% | +$25.1K | 0.02% | 268 |
|
|
2024
Q4 | $770K | Sell |
8,324
-1,469
| -15% | -$136K | 0.02% | 273 |
|
|
2024
Q3 | $961K | Buy |
9,793
+471
| +5% | +$46.2K | 0.03% | 243 |
|
|
2024
Q2 | $873K | Sell |
9,322
-4,094
| -31% | -$383K | 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% | +$374K | 0.04% | 219 |
|
|
2023
Q3 | $830K | Buy |
9,065
+1,980
| +28% | +$181K | 0.03% | 237 |
|
|
2023
Q2 | $684K | Sell |
7,085
-1,027
| -13% | -$99.2K | 0.02% | 251 |
|
|
2023
Q1 | $804K | Sell |
8,112
-455
| -5% | -$45.1K | 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% | +$804K | 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% | -$94.7K | ﹤0.01% | 684 |
|
|
2020
Q4 | $101K | Buy |
839
+732
| +684% | +$88.1K | 0.01% | 389 |
|
|
2020
Q3 | $13K | Buy |
107
+57
| +114% | +$6.93K | ﹤0.01% | 549 |
|
|
2020
Q2 | $6K | Sell |
50
-11,619
| -100% | -$1.39M | ﹤0.01% | 589 |
|
|
2020
Q1 | $1.42M | Sell |
11,669
-990
| -8% | -$120K | 0.11% | 162 |
|
|
2019
Q4 | $1.4M | Sell |
12,659
-603
| -5% | -$66.5K | 0.09% | 182 |
|
|
2019
Q3 | $1.49M | Buy |
13,262
+494
| +4% | +$55.6K | 0.1% | 176 |
|
|
2019
Q2 | $1.41M | Buy |
12,768
+1,593
| +14% | +$175K | 0.1% | 176 |
|
|
2019
Q1 | $1.19M | Buy |
11,175
+11,125
| +22,250% | +$1.19M | 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 | +$5.24K | ﹤0.01% | 531 |
|