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MassMutual Private Wealth & Trust’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-303
Closed -$16K – 1144
2020
Q4 		$16K Buy
+303
New +$15.6K ﹤0.01% 553

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 303 shares — an estimated $16K sold.

MassMutual Private Wealth & Trust first reported a position in ISTB in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 329 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

  • MassMutual Private Wealth & Trust reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 303 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $16K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares Core 1-5 Year USD Bond ETF position peaked at $16K in Q4 2020.
  • 329 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

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