MPWT
MassMutual Private Wealth & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1K | Buy |
400
+125
| +45% | +$10.4K | ﹤0.01% | 909 |
|
|
2025
Q1 | $22.8K | Hold |
275
| – | – | ﹤0.01% | 977 |
|
|
2024
Q4 | $22.5K | Hold |
275
| – | – | ﹤0.01% | 965 |
|
|
2024
Q3 | $22.9K | Sell |
275
-5,016
| -95% | -$417K | ﹤0.01% | 868 |
|
|
2024
Q2 | $432K | Sell |
5,291
-4,563
| -46% | -$373K | 0.01% | 315 |
|
|
2024
Q1 | $806K | Buy |
9,854
+446
| +5% | +$36.5K | 0.03% | 252 |
|
|
2023
Q4 | $772K | Buy |
9,408
+9,208
| +4,604% | +$755K | 0.03% | 245 |
|
|
2023
Q3 | $16.2K | Sell |
200
-8,049
| -98% | -$652K | ﹤0.01% | 859 |
|
|
2023
Q2 | $669K | Sell |
8,249
-4,981
| -38% | -$404K | 0.02% | 255 |
|
|
2023
Q1 | $1.09M | Buy |
13,230
+8,150
| +160% | +$670K | 0.04% | 212 |
|
|
2022
Q4 | $412K | Sell |
5,080
-1,535
| -23% | -$124K | 0.02% | 289 |
|
|
2022
Q3 | $537K | Buy |
6,615
+1,395
| +27% | +$113K | 0.02% | 260 |
|
|
2022
Q2 | $432K | Buy |
5,220
+150
| +3% | +$12.4K | 0.02% | 277 |
|
|
2022
Q1 | $423K | Sell |
5,070
-93
| -2% | -$7.76K | 0.02% | 298 |
|
|
2021
Q4 | $442K | Buy |
5,163
+38
| +0.7% | +$3.25K | 0.02% | 303 |
|
|
2021
Q3 | $442K | Sell |
5,125
-412
| -7% | -$35.5K | 0.02% | 292 |
|
|
2021
Q2 | $477K | Sell |
5,537
-499
| -8% | -$43K | 0.02% | 292 |
|
|
2021
Q1 | $521K | Sell |
6,036
-10,804
| -64% | -$933K | 0.02% | 277 |
|
|
2020
Q4 | $1.46M | Buy |
16,840
+80
| +0.5% | +$6.91K | 0.07% | 182 |
|
|
2020
Q3 | $1.45M | Buy |
16,760
+1,164
| +7% | +$101K | 0.08% | 170 |
|
|
2020
Q2 | $1.35M | Sell |
15,596
-514
| -3% | -$44.5K | 0.09% | 178 |
|
|
2020
Q1 | $1.4M | Buy |
16,110
+4,746
| +42% | +$411K | 0.11% | 163 |
|
|
2019
Q4 | $962K | Buy |
11,364
+72
| +0.6% | +$6.1K | 0.06% | 209 |
|
|
2019
Q3 | $958K | Buy |
11,292
+413
| +4% | +$35K | 0.06% | 207 |
|
|
2019
Q2 | $922K | Sell |
10,879
-3,130
| -22% | -$265K | 0.06% | 210 |
|
|
2019
Q1 | $1.18M | Buy |
14,009
+11,942
| +578% | +$1M | 0.09% | 184 |
|
|
2018
Q4 | $173K | Buy |
+2,067
| New | +$173K | 0.01% | 328 |
|
|
2017
Q2 | – | Sell |
-55
| Closed | -$4.65K | – | 1090 |
|
|
2017
Q1 | $4.65K | Buy |
+55
| New | +$4.65K | ﹤0.01% | 818 |
|