MPWT
SUSB icon

MassMutual Private Wealth & Trust’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$49 – 2486
2024
Q4 		$49 Buy
+2
New +$50 ﹤0.01% 2297

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MassMutual Private Wealth & Trust's SUSB Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 2 shares — an estimated $49 sold.

MassMutual Private Wealth & Trust first reported a position in SUSB in Q4 2024 and held it in 1 quarter. The position peaked at $49 in Q4 2024. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $49.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $49 in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.