MPWT
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MassMutual Private Wealth & Trust’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-121
Closed -$6K – 1141
2020
Q4 		$6K Buy
+121
New +$6.33K ﹤0.01% 660

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $379M AUM 19.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's IMTB Position: Q1 2021 in Review

MassMutual Private Wealth & Trust sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2021, closing a stake of 121 shares — an estimated $6K sold.

MassMutual Private Wealth & Trust first reported a position in IMTB in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 40 funds tracked by Wall St. Rank hold IMTB as of Q1 2021.

  • MassMutual Private Wealth & Trust reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 121 iShares Core 5-10 Year USD Bond ETF shares in Q1 2021, an estimated $6K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares Core 5-10 Year USD Bond ETF position peaked at $6K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2021, filed 17 May 2021.