MassMutual Private Wealth & Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.2K	Hold	380	–	–	﹤0.01%	1111
2026 Q1	$20.2K	Sell	380 -524	-58%	-$28.2K	﹤0.01%	1078
2025 Q4	$48.7K	Buy	904 +524	+138%	+$28.3K	﹤0.01%	797
2025 Q3	$20.6K	Hold	380	–	–	﹤0.01%	1108
2025 Q2	$20.3K	Hold	380	–	–	﹤0.01%	1101
2025 Q1	$20K	Sell	380 -780	-67%	-$40.5K	﹤0.01%	1028
2024 Q4	$59.8K	Buy	1,160 +780	+205%	+$40.8K	﹤0.01%	700
2024 Q3	$20.4K	Sell	380 -12,741	-97%	-$672K	﹤0.01%	898
2024 Q2	$673K	Buy	13,121 +176	+1%	+$8.96K	0.02%	274
2024 Q1	$668K	Buy	12,945 +442	+4%	+$22.7K	0.02%	267
2023 Q4	$650K	Buy	12,503 +12,123	+3,190%	+$599K	0.02%	260
2023 Q3	$18.5K	Hold	380	–	–	﹤0.01%	825
2023 Q2	$19.2K	Hold	380	–	–	﹤0.01%	773
2023 Q1	$19.5K	Hold	380	–	–	﹤0.01%	736
2022 Q4	$19K	Sell	380 -33	-8%	-$1.62K	﹤0.01%	648
2022 Q3	$20K	Sell	413 -23,337	-98%	-$1.19M	﹤0.01%	585
2022 Q2	$1.21M	Buy	23,750 +748	+3%	+$39K	0.05%	210
2022 Q1	$1.26M	Buy	23,002 +7,753	+51%	+$440K	0.05%	216
2021 Q4	$904K	Sell	15,249 -7,417	-33%	-$442K	0.03%	248
2021 Q3	$1.36M	Sell	22,666 -1,934	-8%	-$117K	0.06%	207
2021 Q2	$1.49M	Sell	24,600 -1,085	-4%	-$65K	0.06%	201
2021 Q1	$1.52M	Buy	25,685 +1,721	+7%	+$104K	0.07%	188
2020 Q4	$1.48M	Sell	23,964 -779	-3%	-$47.7K	0.08%	178
2020 Q3	$1.5M	Buy	24,743 +1,376	+6%	+$83.9K	0.09%	168
2020 Q2	$1.41M	Buy	23,367 +22,987	+6,049%	+$1.34M	0.09%	175
2020 Q1	$21K	Sell	380 -26,472	-99%	-$1.53M	﹤0.01%	440
2019 Q4	$1.56M	Sell	26,852 -2,478	-8%	-$143K	0.1%	178
2019 Q3	$1.7M	Buy	29,330 +1,411	+5%	+$81.1K	0.11%	165
2019 Q2	$1.59M	Buy	27,919 +6,402	+30%	+$355K	0.11%	166
2019 Q1	$1.19M	Buy	21,517 +21,137	+5,562%	+$1.14M	0.09%	182
2018 Q4	$19.9K	Hold	380	–	–	﹤0.01%	487
2018 Q3	$20.2K	Hold	380	–	–	﹤0.01%	504
2018 Q2	$20.2K	Hold	380	–	–	﹤0.01%	498
2018 Q1	$20.4K	Hold	380	–	–	﹤0.01%	502
2017 Q4	$20.8K	Buy	+380	New	+$20.8K	﹤0.01%	535
2014 Q4	–	Sell	-35,692	Closed	-$1.95M	–	698
2014 Q3	$1.95M	Buy	35,692 +35,512	+19,729%	+$1.95M	0.39%	71
2014 Q2	$9.92K	Buy	+180	New	+$9.87K	﹤0.01%	359

Other funds holding IGIB

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

APIM

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return