MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s iShares MBS ETF MBB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.56K Buy
62
+34
+121% +$3.15K ﹤0.01% 1579
2026
Q2 		$2.65K Buy
28
+18
+180% +$1.7K ﹤0.01% 1915
2026
Q1 		$950 Sell
10
-33
-77% -$3.15K ﹤0.01% 2147
2025
Q4 		$4.09K Hold
43
– – ﹤0.01% 1761
2025
Q3 		$4.09K Sell
43
-345
-89% -$32.4K ﹤0.01% 1747
2025
Q2 		$36.4K Buy
388
+295
+317% +$27.3K ﹤0.01% 885
2025
Q1 		$8.72K Buy
+93
New +$8.6K ﹤0.01% 1355
2024
Q4 		– Sell
-464
Closed -$44.5K – 2332
2024
Q3 		$44.5K Buy
464
+333
+254% +$31.5K ﹤0.01% 689
2024
Q2 		$12K Sell
131
-4,554
-97% -$415K ﹤0.01% 1026
2024
Q1 		$433K Sell
4,685
-375
-7% -$34.7K 0.01% 304
2023
Q4 		$476K Buy
5,060
+4,469
+756% +$401K 0.02% 295
2023
Q3 		$52.5K Buy
591
+398
+206% +$36.4K ﹤0.01% 578
2023
Q2 		$18K Buy
+193
New +$18.2K ﹤0.01% 785
2023
Q1 		– Sell
-298
Closed -$28K – 1853
2022
Q4 		$28K Buy
+298
New +$27.5K ﹤0.01% 566
2022
Q1 		– Sell
-5
Closed -$1K – 1586
2021
Q4 		$1K Sell
5
-8,144
-100% -$877K ﹤0.01% 1255
2021
Q3 		$881K Sell
8,149
-649
-7% -$70.4K 0.04% 237
2021
Q2 		$952K Sell
8,798
-179
-2% -$19.4K 0.04% 233
2021
Q1 		$973K Buy
8,977
+8,779
+4,434% +$962K 0.05% 228
2020
Q4 		$22K Buy
198
+120
+154% +$13.2K ﹤0.01% 520
2020
Q3 		$9K Buy
+78
New +$8.62K ﹤0.01% 577
2020
Q1 		– Sell
-1,616
Closed -$175K – 749
2019
Q4 		$175K Buy
+1,616
New +$175K 0.01% 355
2019
Q3 		– Sell
-76
Closed -$8K – 882
2019
Q2 		$8K Sell
76
-4,567
-98% -$486K ﹤0.01% 611
2019
Q1 		$494K Buy
+4,643
New +$488K 0.04% 268
2018
Q4 		– Sell
-8,913
Closed -$921K – 1014
2018
Q3 		$921K Sell
8,913
-135
-1% -$14K 0.07% 198
2018
Q2 		$943K Buy
9,048
+168
+2% +$17.4K 0.08% 188
2018
Q1 		$929K Buy
8,880
+3,037
+52% +$318K 0.08% 188
2017
Q4 		$623K Buy
+5,843
New +$624K 0.05% 220

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

MassMutual Private Wealth & Trust's MBB Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its iShares MBS ETF (MBB) stake by 121% in Q3 2026, buying an estimated $3.15K and bringing the position to 62 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

MassMutual Private Wealth & Trust first reported a position in MBB in Q4 2017 and has held it in 27 quarters since. The position peaked at $973K in Q1 2021. 540 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • MassMutual Private Wealth & Trust held 62 shares of iShares MBS ETF worth $5.56K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 34 iShares MBS ETF shares in Q3 2026, an estimated $3.15K.
  • iShares MBS ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1579 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MBS ETF in Q4 2017 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's iShares MBS ETF position peaked at $973K in Q1 2021.
  • 540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.