MassMutual Private Wealth & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-27	Closed	-$2.98K	–	2450
2025 Q3	$2.98K	Hold	27	–	–	﹤0.01%	1870
2025 Q2	$2.98K	Buy	+27	New	+$2.98K	﹤0.01%	1826
2024 Q3	–	Sell	-432	Closed	-$47.7K	–	2247
2024 Q2	$47.7K	Buy	+432	New	+$47.6K	﹤0.01%	650
2023 Q2	–	Sell	-3,331	Closed	-$368K	–	2004
2023 Q1	$368K	Buy	3,331 +1,329	+66%	+$146K	0.01%	303
2022 Q4	$220K	Buy	+2,002	New	+$220K	0.01%	341
2022 Q2	–	Sell	-127	Closed	-$14K	–	1690
2022 Q1	$14K	Buy	+127	New	+$14K	﹤0.01%	678

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's SHV Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 27 shares — an estimated $2.98K sold.

MassMutual Private Wealth & Trust first reported a position in SHV in Q1 2022 and held it in 6 quarters. The position peaked at $368K in Q1 2023. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 27 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.98K.
MassMutual Private Wealth & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
MassMutual Private Wealth & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $368K in Q1 2023.
709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.