MPPLM
IBTE

Midwest Professional Planners Ltd (MPPL)’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39,600
Closed -$950K – 169
2024
Q3 		$950K Buy
39,600
+8,209
+26% +$197K 0.29% 90
2024
Q2 		$753K Buy
31,391
+15,022
+92% +$359K 0.25% 98
2024
Q1 		$392K Buy
+16,369
New +$391K 0.14% 121

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IBTE Position: Q4 2024 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 39,600 shares — an estimated $950K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $950K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 39,600 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $950K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares iBonds Dec 2024 Term Treasury ETF position peaked at $950K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2024, filed 10 Feb 2025.