MPWT
MassMutual Private Wealth & Trust’s iShares Short Treasury Bond ETF SHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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 | +$47.7K | ﹤0.01% | 650 |
|
2023
Q2 | – | Sell |
-3,331
| Closed | -$368K | – | 2027 |
|
2023
Q1 | $368K | Buy |
3,331
+1,329
| +66% | +$147K | 0.01% | 303 |
|
2022
Q4 | $220K | Buy |
+2,002
| New | +$220K | 0.01% | 341 |
|
2022
Q2 | – | Sell |
-127
| Closed | -$14K | – | 1702 |
|
2022
Q1 | $14K | Buy |
+127
| New | +$14K | ﹤0.01% | 678 |
|