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Midwest Professional Planners Ltd (MPPL)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.31M Buy
63,598
+2,720
+4% +$272K 1.49% 13
2025
Q4 		$6.08M Buy
60,878
+2,467
+4% +$248K 1.44% 14
2025
Q3 		$5.86M Buy
58,411
+2,320
+4% +$230K 1.43% 15
2025
Q2 		$5.56M Buy
56,091
+1,433
+3% +$140K 1.47% 14
2025
Q1 		$5.41M Buy
54,658
+6,848
+14% +$669K 1.68% 9
2024
Q4 		$4.63M Buy
47,810
+504
+1% +$49.6K 1.38% 14
2024
Q3 		$4.79M Buy
47,306
+1,012
+2% +$101K 1.46% 14
2024
Q2 		$4.49M Sell
46,294
-31,362
-40% -$3.03M 1.5% 14
2024
Q1 		$7.61M Buy
77,656
+3,213
+4% +$314K 2.67% 3
2023
Q4 		$7.39M Sell
74,443
-25,151
-25% -$2.39M 2.95% 3
2023
Q3 		$9.37M Sell
99,594
-492
-0.5% -$47.4K 4.21% 2
2023
Q2 		$9.8M Sell
100,086
-883
-0.9% -$87.3K 4.29% 2
2023
Q1 		$10.1M Sell
100,969
-4,634
-4% -$458K 4.92% 3
2022
Q4 		$10.2M Sell
105,603
-3,258
-3% -$315K 5.67% 2
2022
Q3 		$10.5M Sell
108,861
-285
-0.3% -$28.8K 6.26% 2
2022
Q2 		$11.1M Sell
109,146
-21,597
-17% -$2.22M 6.26% 3
2022
Q1 		$14M Buy
130,743
+11,628
+10% +$1.28M 6.89% 2
2021
Q4 		$13.6M Sell
119,115
-4,235
-3% -$484K 6.6% 2
2021
Q3 		$14.1M Sell
123,350
-6,364
-5% -$738K 7.5% 2
2021
Q2 		$15M Buy
129,714
+70,387
+119% +$8.06M 7.79% 1
2021
Q1 		$6.84M Sell
59,327
-61,301
-51% -$7.1M 6.76% 2
2020
Q4 		$14.3M Buy
120,628
+6,978
+6% +$822K 8.78% 1
2020
Q3 		$13.4M Buy
113,650
+15,673
+16% +$1.86M 9.44% 1
2020
Q2 		$11.6M Buy
97,977
+38,650
+65% +$4.52M 9.12% 1
2020
Q1 		$6.84M Buy
59,327
+1,355
+2% +$154K 6.76% 2
2019
Q4 		$6.51M Buy
57,972
+14,889
+35% +$1.68M 5.32% 3
2019
Q3 		$4.88M Sell
43,083
-18,636
-30% -$2.1M 4.36% 6
2019
Q2 		$6.87M Buy
61,719
+3,411
+6% +$373K 6.38% 1
2019
Q1 		$6.36M Sell
58,308
-5,405
-8% -$580K 6.14% 2
2018
Q4 		$6.79M Sell
63,713
-2,489
-4% -$261K 7.3% 2
2018
Q3 		$6.99M Sell
66,202
-1,628
-2% -$173K 6.41% 2
2018
Q2 		$7.21M Buy
67,830
+1,767
+3% +$187K 6.45% 3
2018
Q1 		$7.08M Sell
66,063
-483
-0.7% -$51.9K 6.38% 3
2017
Q4 		$7.28M Buy
+66,546
New +$7.28M 6.64% 2

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s AGG Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q1 2026, buying an estimated $272K and bringing the position to 63,598 shares worth $6.31M. The position accounts for 1.49% of the portfolio, ranked #13.

Midwest Professional Planners Ltd (MPPL) first reported a position in AGG in Q4 2017 and has held it in 34 quarters since. The position peaked at $15M in Q2 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 63,598 shares of iShares Core US Aggregate Bond ETF worth $6.31M as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 2,720 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $272K.
  • iShares Core US Aggregate Bond ETF made up 1.49% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #13 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Core US Aggregate Bond ETF position peaked at $15M in Q2 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.