MassMutual Private Wealth & Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.4K | Hold |
260
| – | – | ﹤0.01% | 995 |
|
|
2026
Q1 | $28.3K | Sell |
260
-90
| -26% | -$9.92K | ﹤0.01% | 965 |
|
|
2025
Q4 | $38.6K | Hold |
350
| – | – | ﹤0.01% | 871 |
|
|
2025
Q3 | $39K | Buy |
350
+90
| +35% | +$9.89K | ﹤0.01% | 879 |
|
|
2025
Q2 | $28.5K | Buy |
260
+13
| +5% | +$1.4K | ﹤0.01% | 963 |
|
|
2025
Q1 | $26.8K | Hold |
247
| – | – | ﹤0.01% | 921 |
|
|
2024
Q4 | $26.4K | Sell |
247
-63
| -20% | -$6.89K | ﹤0.01% | 914 |
|
|
2024
Q3 | $35K | Buy |
310
+63
| +26% | +$6.97K | ﹤0.01% | 764 |
|
|
2024
Q2 | $26.5K | Hold |
247
| – | – | ﹤0.01% | 788 |
|
|
2024
Q1 | $26.9K | Sell |
247
-64
| -21% | -$6.95K | ﹤0.01% | 757 |
|
|
2023
Q4 | $34.4K | Hold |
311
| – | – | ﹤0.01% | 693 |
|
|
2023
Q3 | $31.7K | Buy |
311
+8
| +3% | +$844 | ﹤0.01% | 700 |
|
|
2023
Q2 | $32.8K | Buy |
303
+56
| +23% | +$6.06K | ﹤0.01% | 651 |
|
|
2023
Q1 | $27.1K | Hold |
247
| – | – | ﹤0.01% | 649 |
|
|
2022
Q4 | $26K | Buy |
247
+92
| +59% | +$9.63K | ﹤0.01% | 577 |
|
|
2022
Q3 | $16K | Hold |
155
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $17K | Sell |
155
-100
| -39% | -$11.3K | ﹤0.01% | 607 |
|
|
2022
Q1 | $31K | Sell |
255
-289
| -53% | -$36K | ﹤0.01% | 526 |
|
|
2021
Q4 | $72K | Buy |
544
+289
| +113% | +$38.4K | ﹤0.01% | 443 |
|
|
2021
Q3 | $34K | Sell |
255
-36
| -12% | -$4.87K | ﹤0.01% | 531 |
|
|
2021
Q2 | $39K | Sell |
291
-214
| -42% | -$28.2K | ﹤0.01% | 503 |
|
|
2021
Q1 | $66K | Buy |
505
+7
| +1% | +$931 | ﹤0.01% | 416 |
|
|
2020
Q4 | $69K | Buy |
498
+122
| +32% | +$16.6K | ﹤0.01% | 423 |
|
|
2020
Q3 | $51K | Buy |
376
+15
| +4% | +$2.04K | ﹤0.01% | 419 |
|
|
2020
Q2 | $49K | Buy |
361
+171
| +90% | +$22.2K | ﹤0.01% | 408 |
|
|
2020
Q1 | $23K | Sell |
190
-654
| -77% | -$83.3K | ﹤0.01% | 433 |
|
|
2019
Q4 | $108K | Buy |
844
+641
| +316% | +$81.6K | 0.01% | 381 |
|
|
2019
Q3 | $26K | Buy |
203
+153
| +306% | +$19.3K | ﹤0.01% | 485 |
|
|
2019
Q2 | $6K | Sell |
50
-327
| -87% | -$39.3K | ﹤0.01% | 638 |
|
|
2019
Q1 | $44.9K | Hold |
377
| – | – | ﹤0.01% | 433 |
|
|
2018
Q4 | $42.5K | Sell |
377
-125
| -25% | -$14.1K | ﹤0.01% | 423 |
|
|
2018
Q3 | $57.7K | Sell |
502
-282
| -36% | -$32.5K | ﹤0.01% | 412 |
|
|
2018
Q2 | $89.8K | Buy |
784
+82
| +12% | +$9.44K | 0.01% | 384 |
|
|
2018
Q1 | $82.4K | Buy |
702
+577
| +462% | +$68.2K | 0.01% | 381 |
|
|
2017
Q4 | $15.2K | Buy |
+125
| New | +$15.1K | ﹤0.01% | 560 |
|
|
2014
Q4 | – | Sell |
-4,005
| Closed | -$473K | – | 716 |
|
|
2014
Q3 | $473K | Buy |
4,005
+3,175
| +383% | +$377K | 0.09% | 193 |
|
|
2014
Q2 | $99K | Buy |
+830
| New | +$98.2K | 0.04% | 194 |
|
Other funds holding LQD
AWMT
STAS
TCM
AC
MBTD
FFG
SWA
IFA
DJYG
CPBTD