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MassMutual Private Wealth & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8K Hold
400
– – ﹤0.01% 938
2026
Q1 		$33K Hold
400
– – ﹤0.01% 909
2025
Q4 		$33.1K Hold
400
– – ﹤0.01% 931
2025
Q3 		$33.2K Hold
400
– – ﹤0.01% 930
2025
Q2 		$33.1K Buy
400
+125
+45% +$10.3K ﹤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% -$414K ﹤0.01% 868
2024
Q2 		$432K Sell
5,291
-4,563
-46% -$371K 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% +$748K 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% -$407K 0.02% 255
2023
Q1 		$1.09M Buy
13,230
+8,150
+160% +$664K 0.04% 212
2022
Q4 		$412K Sell
5,080
-1,535
-23% -$125K 0.02% 289
2022
Q3 		$537K Buy
6,615
+1,395
+27% +$115K 0.02% 260
2022
Q2 		$432K Buy
5,220
+150
+3% +$12.4K 0.02% 277
2022
Q1 		$423K Sell
5,070
-93
-2% -$7.86K 0.02% 298
2021
Q4 		$442K Buy
5,163
+38
+0.7% +$3.26K 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% +$405K 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% -$264K 0.06% 210
2019
Q1 		$1.18M Buy
14,009
+11,942
+578% +$1,000K 0.09% 184
2018
Q4 		$173K Buy
+2,067
New +$172K 0.01% 328
2017
Q2 		– Sell
-55
Closed -$4.65K – 1086
2017
Q1 		$4.65K Buy
+55
New +$4.64K ﹤0.01% 818

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 400 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

MassMutual Private Wealth & Trust first reported a position in SHY in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.46M in Q4 2020. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 400 shares of iShares 1-3 Year Treasury Bond ETF worth $32.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #938 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 32 quarters since.
  • MassMutual Private Wealth & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $1.46M in Q4 2020.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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