MassMutual Private Wealth & Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-62	Closed	-$6.38K	–	2455
2025 Q2	$6.38K	Buy	+62	New	+$6.36K	﹤0.01%	1541
2022 Q4	–	Sell	-140	Closed	-$13K	–	1847
2022 Q3	$13K	Buy	+140	New	+$14K	﹤0.01%	687
2021 Q1	–	Sell	-53	Closed	-$6K	–	1180
2020 Q4	$6K	Buy	+53	New	+$5.5K	﹤0.01%	669
2018 Q4	–	Sell	-647	Closed	-$63.9K	–	1040
2018 Q3	$63.9K	Buy	+647	New	+$64.1K	﹤0.01%	403

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's STIP Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 62 shares — an estimated $6.38K sold.

MassMutual Private Wealth & Trust first reported a position in STIP in Q3 2018 and held it in 4 quarters. The position peaked at $63.9K in Q3 2018. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 62 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $6.38K.
MassMutual Private Wealth & Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and held it in 4 quarters.
MassMutual Private Wealth & Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $63.9K in Q3 2018.
768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.