MPPLM
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Midwest Professional Planners Ltd (MPPL)’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
+4,044
New +$206K 0.05% 136
2025
Q2 		– Sell
-18,996
Closed -$970K – 155
2025
Q1 		$970K Buy
18,996
+2,580
+16% +$132K 0.3% 95
2024
Q4 		$835K Sell
16,416
-102
-0.6% -$5.2K 0.25% 102
2024
Q3 		$843K Buy
16,518
+704
+4% +$35.9K 0.26% 98
2024
Q2 		$808K Sell
15,814
-700
-4% -$35.7K 0.27% 94
2024
Q1 		$843K Buy
16,514
+358
+2% +$18.2K 0.3% 90
2023
Q4 		$818K Sell
16,156
-2,222
-12% -$113K 0.33% 77
2023
Q3 		$935K Sell
18,378
-601
-3% -$30.5K 0.42% 60
2023
Q2 		$965K Buy
18,979
+62
+0.3% +$3.13K 0.42% 62
2023
Q1 		$953K Sell
18,917
-1,790
-9% -$90.3K 0.47% 62
2022
Q4 		$1.04M Sell
20,707
-1,270
-6% -$63.8K 0.58% 55
2022
Q3 		$1.1M Sell
21,977
-83
-0.4% -$4.17K 0.66% 44
2022
Q2 		$1.1M Sell
22,060
-2,161
-9% -$109K 0.62% 46
2022
Q1 		$1.22M Sell
24,221
-1,835
-7% -$92.9K 0.6% 47
2021
Q4 		$1.32M Sell
26,056
-1,158
-4% -$58.8K 0.64% 47
2021
Q3 		$1.38M Sell
27,214
-1,081
-4% -$54.9K 0.73% 40
2021
Q2 		$1.44M Buy
+28,295
New +$1.44M 0.75% 41
2021
Q1 		– Sell
-30,469
Closed -$1.54M – 95
2020
Q4 		$1.54M Buy
30,469
+1,812
+6% +$91.9K 0.95% 27
2020
Q3 		$1.45M Buy
28,657
+4,451
+18% +$225K 1.02% 24
2020
Q2 		$1.23M Buy
+24,206
New +$1.21M 0.96% 26
2018
Q3 		– Sell
-73
Closed -$4K – 160
2018
Q2 		$4K Hold
73
– – ﹤0.01% 276
2018
Q1 		$4K Buy
+73
New +$3.72K ﹤0.01% 274

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) opened a new position in iShares Floating Rate Bond ETF (FLOT) in Q1 2026: 4,044 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings. This is a return to the name: Midwest Professional Planners Ltd (MPPL) previously reported a position in FLOT as recently as Q1 2025.

Midwest Professional Planners Ltd (MPPL) first reported a position in FLOT in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.54M in Q4 2020. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 4,044 shares of iShares Floating Rate Bond ETF worth $206K as of Q1 2026.
  • iShares Floating Rate Bond ETF was a new Midwest Professional Planners Ltd (MPPL) position in Q1 2026.
  • iShares Floating Rate Bond ETF made up 0.05% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #136 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Floating Rate Bond ETF in Q1 2018 and has held it in 22 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Floating Rate Bond ETF position peaked at $1.54M in Q4 2020.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

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