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

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