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MassMutual Private Wealth & Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,243
Closed -$104K – 2417
2025
Q2 		$104K Buy
2,243
+1,417
+172% +$64.7K ﹤0.01% 581
2025
Q1 		$38.1K Buy
+826
New +$37.6K ﹤0.01% 811
2024
Q3 		– Sell
-986
Closed -$44.6K – 2204
2024
Q2 		$44.6K Sell
986
-496
-33% -$22.3K ﹤0.01% 671
2024
Q1 		$67.6K Buy
1,482
+2
+0.1% +$91 ﹤0.01% 549
2023
Q4 		$68.2K Hold
1,480
– – ﹤0.01% 535
2023
Q3 		$64.7K Buy
+1,480
New +$66.2K ﹤0.01% 534
2023
Q1 		– Sell
-1,546
Closed -$69K – 1846
2022
Q4 		$69K Buy
+1,546
New +$69.2K ﹤0.01% 454
2022
Q3 		– Sell
-41
Closed -$2K – 1711
2022
Q2 		$2K Buy
+41
New +$1.95K ﹤0.01% 1145
2021
Q4 		– Sell
-1,745
Closed -$93K – 1430
2021
Q3 		$93K Buy
1,745
+455
+35% +$24.4K ﹤0.01% 403
2021
Q2 		$69K Buy
1,290
+590
+84% +$31.3K ﹤0.01% 434
2021
Q1 		$37K Buy
700
+214
+44% +$11.5K ﹤0.01% 465
2020
Q4 		$27K Buy
+486
New +$26.4K ﹤0.01% 499

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MassMutual Private Wealth & Trust's IUSB Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 2,243 shares — an estimated $104K sold.

MassMutual Private Wealth & Trust first reported a position in IUSB in Q4 2020 and held it in 12 quarters. The position peaked at $104K in Q2 2025. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,243 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $104K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 12 quarters.
  • MassMutual Private Wealth & Trust's iShares Core Universal USD Bond ETF position peaked at $104K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.