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MassMutual Private Wealth & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
10,063
+29
+0.3% +$3.41K 0.03% 234
2026
Q1 		$1.19M Sell
10,034
-7,238
-42% -$863K 0.03% 229
2025
Q4 		$2.06M Buy
17,272
+767
+5% +$91.8K 0.05% 196
2025
Q3 		$1.97M Buy
16,505
+313
+2% +$37.2K 0.05% 199
2025
Q2 		$1.93M Sell
16,192
-1,318
-8% -$155K 0.05% 200
2025
Q1 		$2.07M Buy
17,510
+569
+3% +$66.3K 0.06% 193
2024
Q4 		$1.96M Sell
16,941
-271
-2% -$31.6K 0.05% 198
2024
Q3 		$2.06M Buy
17,212
+12,377
+256% +$1.46M 0.06% 202
2024
Q2 		$558K Sell
4,835
-5,388
-53% -$618K 0.02% 293
2024
Q1 		$1.18M Buy
10,223
+389
+4% +$45.1K 0.04% 231
2023
Q4 		$1.15M Buy
9,834
+6,688
+213% +$763K 0.04% 225
2023
Q3 		$356K Sell
3,146
-4,550
-59% -$520K 0.01% 317
2023
Q2 		$887K Buy
+7,696
New +$901K 0.03% 231
2022
Q4 		– Sell
-872
Closed -$100K – 1732
2022
Q3 		$100K Sell
872
-2,654
-75% -$314K ﹤0.01% 388
2022
Q2 		$421K Buy
3,526
+108
+3% +$12.9K 0.02% 279
2022
Q1 		$417K Sell
3,418
-14
-0.4% -$1.76K 0.02% 299
2021
Q4 		$442K Sell
3,432
-3,353
-49% -$433K 0.02% 302
2021
Q3 		$883K Sell
6,785
-555
-8% -$72.8K 0.04% 236
2021
Q2 		$958K Sell
7,340
-319
-4% -$41.6K 0.04% 232
2021
Q1 		$995K Buy
7,659
+361
+5% +$47.5K 0.05% 224
2020
Q4 		$970K Buy
7,298
+65
+0.9% +$8.64K 0.05% 218
2020
Q3 		$966K Buy
7,233
+486
+7% +$64.9K 0.06% 207
2020
Q2 		$902K Buy
+6,747
New +$899K 0.06% 202
2020
Q1 		– Sell
-7,579
Closed -$953K – 729
2019
Q4 		$953K Sell
7,579
-97
-1% -$12.2K 0.06% 210
2019
Q3 		$973K Buy
7,676
+348
+5% +$44K 0.07% 204
2019
Q2 		$922K Buy
7,328
+3,316
+83% +$410K 0.06% 209
2019
Q1 		$494K Buy
+4,012
New +$488K 0.04% 266
2018
Q4 		– Sell
-62
Closed -$7.38K – 1006
2018
Q3 		$7.38K Buy
+62
New +$7.42K ﹤0.01% 648
2014
Q4 		– Sell
-10
Closed -$1.21K – 682
2014
Q3 		$1.21K Hold
10
– – ﹤0.01% 707
2014
Q2 		$1.22K Buy
+10
New +$1.21K ﹤0.01% 514

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.29% in Q2 2026, buying an estimated $3.41K and bringing the position to 10,063 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #234.

MassMutual Private Wealth & Trust first reported a position in IEI in Q2 2014 and has held it in 30 quarters since. The position peaked at $2.07M in Q1 2025. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 10,063 shares of iShares 3-7 Year Treasury Bond ETF worth $1.18M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 29 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.41K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #234 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2014 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $2.07M in Q1 2025.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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