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 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	+$8.63K	﹤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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's MBB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its iShares MBS ETF (MBB) stake by 180% in Q2 2026, buying an estimated $1.7K and bringing the position to 28 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

MassMutual Private Wealth & Trust first reported a position in MBB in Q4 2017 and has held it in 26 quarters since. The position peaked at $973K in Q1 2021. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

MassMutual Private Wealth & Trust held 28 shares of iShares MBS ETF worth $2.65K as of Q2 2026.
MassMutual Private Wealth & Trust bought 18 iShares MBS ETF shares in Q2 2026, an estimated $1.7K.
iShares MBS ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1915 holding.
MassMutual Private Wealth & Trust first reported a position in iShares MBS ETF in Q4 2017 and has held it in 26 quarters since.
MassMutual Private Wealth & Trust's iShares MBS ETF position peaked at $973K in Q1 2021.
495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.