MPWT
MassMutual Private Wealth & Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Buy |
465
+129
| +38% | +$11.4K | ﹤0.01% | 848 |
|
|
2025
Q1 | $30.6K | Hold |
336
| – | – | ﹤0.01% | 875 |
|
|
2024
Q4 | $29.3K | Hold |
336
| – | – | ﹤0.01% | 884 |
|
|
2024
Q3 | $33K | Sell |
336
-405
| -55% | -$39.7K | ﹤0.01% | 779 |
|
|
2024
Q2 | $68K | Buy |
741
+405
| +121% | +$37.2K | ﹤0.01% | 581 |
|
|
2024
Q1 | $31.8K | Sell |
336
-272
| -45% | -$25.7K | ﹤0.01% | 715 |
|
|
2023
Q4 | $60.1K | Sell |
608
-32
| -5% | -$3.16K | ﹤0.01% | 559 |
|
|
2023
Q3 | $56.8K | Buy |
640
+203
| +46% | +$18K | ﹤0.01% | 558 |
|
|
2023
Q2 | $45K | Buy |
437
+101
| +30% | +$10.4K | ﹤0.01% | 558 |
|
|
2023
Q1 | $35.7K | Buy |
336
+218
| +185% | +$23.2K | ﹤0.01% | 589 |
|
|
2022
Q4 | $12K | Hold |
118
| – | – | ﹤0.01% | 767 |
|
|
2022
Q3 | $12K | Hold |
118
| – | – | ﹤0.01% | 705 |
|
|
2022
Q2 | $14K | Hold |
118
| – | – | ﹤0.01% | 654 |
|
|
2022
Q1 | $16K | Sell |
118
-348
| -75% | -$47.2K | ﹤0.01% | 646 |
|
|
2021
Q4 | $69K | Hold |
466
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $67K | Hold |
466
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $67K | Sell |
466
-99
| -18% | -$14.2K | ﹤0.01% | 441 |
|
|
2021
Q1 | $77K | Buy |
565
+39
| +7% | +$5.32K | ﹤0.01% | 408 |
|
|
2020
Q4 | $83K | Sell |
526
-149
| -22% | -$23.5K | ﹤0.01% | 405 |
|
|
2020
Q3 | $110K | Buy |
675
+515
| +322% | +$83.9K | 0.01% | 368 |
|
|
2020
Q2 | $26K | Buy |
160
+10
| +7% | +$1.63K | ﹤0.01% | 452 |
|
|
2020
Q1 | $25K | Sell |
150
-314
| -68% | -$52.3K | ﹤0.01% | 430 |
|
|
2019
Q4 | $63K | Buy |
464
+295
| +175% | +$40.1K | ﹤0.01% | 417 |
|
|
2019
Q3 | $24K | Buy |
169
+19
| +13% | +$2.7K | ﹤0.01% | 493 |
|
|
2019
Q2 | $20K | Hold |
150
| – | – | ﹤0.01% | 495 |
|
|
2019
Q1 | $19K | Hold |
150
| – | – | ﹤0.01% | 516 |
|
|
2018
Q4 | $18.2K | Hold |
150
| – | – | ﹤0.01% | 495 |
|
|
2018
Q3 | $17.6K | Hold |
150
| – | – | ﹤0.01% | 523 |
|
|
2018
Q2 | $18.3K | Hold |
150
| – | – | ﹤0.01% | 510 |
|
|
2018
Q1 | $18.3K | Sell |
150
-6
| -4% | -$731 | ﹤0.01% | 513 |
|
|
2017
Q4 | $19.8K | Buy |
156
+32
| +26% | +$4.06K | ﹤0.01% | 539 |
|
|
2017
Q3 | $15.5K | Hold |
124
| – | – | ﹤0.01% | 687 |
|
|
2017
Q2 | $15.5K | Buy |
124
+6
| +5% | +$751 | ﹤0.01% | 656 |
|
|
2017
Q1 | $14.2K | Hold |
118
| – | – | ﹤0.01% | 640 |
|
|
2016
Q4 | $14.1K | Buy |
+118
| New | +$14.1K | ﹤0.01% | 452 |
|
|
2014
Q4 | – | Sell |
-4
| Closed | -$465 | – | 797 |
|
|
2014
Q3 | $465 | Hold |
4
| – | – | ﹤0.01% | 759 |
|
|
2014
Q2 | $454 | Buy |
+4
| New | +$454 | ﹤0.01% | 528 |
|