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MassMutual Private Wealth & Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
21,356
+8
+0% +$419 0.03% 242
2026
Q1 		$1.12M Sell
21,348
-652
-3% -$34.5K 0.03% 232
2025
Q4 		$1.16M Sell
22,000
-1,322
-6% -$70K 0.03% 229
2025
Q3 		$1.24M Sell
23,322
-209
-0.9% -$11K 0.03% 228
2025
Q2 		$1.24M Buy
23,531
+8,109
+53% +$424K 0.03% 228
2025
Q1 		$808K Buy
15,422
+503
+3% +$26.1K 0.02% 269
2024
Q4 		$771K Sell
14,919
-291
-2% -$15.1K 0.02% 272
2024
Q3 		$801K Sell
15,210
-766
-5% -$39.9K 0.02% 258
2024
Q2 		$819K Sell
15,976
-15,018
-48% -$766K 0.02% 255
2024
Q1 		$1.59M Buy
30,994
+1,169
+4% +$59.8K 0.05% 208
2023
Q4 		$1.53M Buy
29,825
+15,430
+107% +$775K 0.05% 204
2023
Q3 		$717K Buy
14,395
+387
+3% +$19.4K 0.03% 248
2023
Q2 		$703K Sell
14,008
-27,935
-67% -$1.41M 0.03% 250
2023
Q1 		$2.12M Sell
41,943
-2,922
-7% -$147K 0.08% 182
2022
Q4 		$2.23M Buy
44,865
+664
+2% +$32.9K 0.09% 183
2022
Q3 		$2.18M Sell
44,201
-959
-2% -$48.4K 0.1% 170
2022
Q2 		$2.28M Buy
45,160
+740
+2% +$37.7K 0.1% 170
2022
Q1 		$2.3M Buy
44,420
+11,313
+34% +$596K 0.09% 176
2021
Q4 		$1.78M Buy
33,107
+7,821
+31% +$423K 0.07% 197
2021
Q3 		$1.38M Sell
25,286
-1,961
-7% -$107K 0.06% 206
2021
Q2 		$1.49M Sell
27,247
-459
-2% -$25.1K 0.06% 200
2021
Q1 		$1.51M Buy
27,706
+5,286
+24% +$290K 0.07% 189
2020
Q4 		$1.24M Buy
22,420
+183
+0.8% +$10.1K 0.06% 197
2020
Q3 		$1.22M Buy
22,237
+1,961
+10% +$108K 0.07% 178
2020
Q2 		$1.11M Sell
20,276
-17,825
-47% -$960K 0.07% 188
2020
Q1 		$2M Buy
38,101
+12,844
+51% +$684K 0.16% 143
2019
Q4 		$1.35M Sell
25,257
-1,678
-6% -$90K 0.08% 183
2019
Q3 		$1.45M Buy
26,935
+691
+3% +$37K 0.1% 178
2019
Q2 		$1.4M Sell
26,244
-11,182
-30% -$591K 0.1% 177
2019
Q1 		$1.98M Buy
+37,426
New +$1.95M 0.14% 149

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.04% in Q2 2026, buying an estimated $419 and bringing the position to 21,356 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #242.

MassMutual Private Wealth & Trust first reported a position in IGSB in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.3M in Q1 2022. 522 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 21,356 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.12M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 8 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $419.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #242 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.3M in Q1 2022.
  • 522 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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