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MassMutual Private Wealth & Trust’s iShares TIPS Bond ETF TIP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.36M Sell
39,816
-1,033
-3% -$114K 0.11% 143
2026
Q1 		$4.51M Buy
40,849
+1,089
+3% +$121K 0.12% 137
2025
Q4 		$4.37M Buy
39,760
+1,100
+3% +$122K 0.11% 142
2025
Q3 		$4.3M Buy
38,660
+1,806
+5% +$200K 0.11% 147
2025
Q2 		$4.06M Buy
36,854
+3,853
+12% +$420K 0.11% 148
2025
Q1 		$3.67M Buy
33,001
+8,075
+32% +$877K 0.11% 152
2024
Q4 		$2.66M Buy
24,926
+6,078
+32% +$658K 0.07% 177
2024
Q3 		$2.08M Buy
18,848
+462
+3% +$50.2K 0.06% 199
2024
Q2 		$1.96M Buy
18,386
+2,279
+14% +$242K 0.06% 195
2024
Q1 		$1.73M Sell
16,107
-2,655
-14% -$284K 0.05% 201
2023
Q4 		$2.02M Sell
18,762
-1,813
-9% -$190K 0.07% 186
2023
Q3 		$2.13M Sell
20,575
-113
-0.5% -$12K 0.08% 184
2023
Q2 		$2.23M Sell
20,688
-519
-2% -$56.5K 0.08% 184
2023
Q1 		$2.34M Sell
21,207
-282
-1% -$30.5K 0.09% 176
2022
Q4 		$2.29M Buy
21,489
+719
+3% +$76.8K 0.09% 180
2022
Q3 		$2.18M Buy
20,770
+91
+0.4% +$10.3K 0.1% 169
2022
Q2 		$2.36M Sell
20,679
-1,699
-8% -$201K 0.1% 167
2022
Q1 		$2.79M Sell
22,378
-374
-2% -$47K 0.11% 164
2021
Q4 		$2.94M Buy
22,752
+290
+1% +$37.4K 0.11% 161
2021
Q3 		$2.87M Buy
22,462
+2,254
+11% +$291K 0.12% 155
2021
Q2 		$2.59M Buy
20,208
+1,818
+10% +$231K 0.11% 163
2021
Q1 		$2.31M Buy
18,390
+2,735
+17% +$346K 0.11% 161
2020
Q4 		$2M Buy
15,655
+8,465
+118% +$1.07M 0.1% 159
2020
Q3 		$910K Buy
7,190
+4,359
+154% +$548K 0.05% 212
2020
Q2 		$348K Sell
2,831
-239
-8% -$29.1K 0.02% 287
2020
Q1 		$362K Sell
3,070
-124
-4% -$14.6K 0.03% 256
2019
Q4 		$372K Sell
3,194
-238
-7% -$27.7K 0.02% 299
2019
Q3 		$399K Buy
3,432
+127
+4% +$14.7K 0.03% 290
2019
Q2 		$382K Sell
3,305
-885
-21% -$101K 0.03% 290
2019
Q1 		$474K Sell
4,190
-35
-0.8% -$3.88K 0.03% 272
2018
Q4 		$463K Sell
4,225
-504
-11% -$55K 0.04% 248
2018
Q3 		$523K Buy
4,729
+54
+1% +$6.03K 0.04% 254
2018
Q2 		$528K Buy
4,675
+335
+8% +$37.6K 0.04% 241
2018
Q1 		$491K Buy
4,340
+2,642
+156% +$297K 0.04% 236
2017
Q4 		$194K Buy
+1,698
New +$193K 0.02% 345
2014
Q4 		– Sell
-475
Closed -$53.2K – 755
2014
Q3 		$53.2K Hold
475
– – 0.01% 369
2014
Q2 		$54.8K Buy
+475
New +$54.1K 0.02% 223

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its iShares TIPS Bond ETF (TIP) stake by 2.5% in Q2 2026, selling an estimated $114K and leaving 39,816 shares worth $4.36M. The position accounts for 0.11% of the portfolio, ranked #143.

MassMutual Private Wealth & Trust first reported a position in TIP in Q2 2014 and has held it in 37 quarters since. The position peaked at $4.51M in Q1 2026. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • MassMutual Private Wealth & Trust held 39,816 shares of iShares TIPS Bond ETF worth $4.36M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,033 iShares TIPS Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares TIPS Bond ETF made up 0.11% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #143 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares TIPS Bond ETF in Q2 2014 and has held it in 37 quarters since.
  • MassMutual Private Wealth & Trust's iShares TIPS Bond ETF position peaked at $4.51M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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