MPPLM
IBTF

Midwest Professional Planners Ltd (MPPL)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-226,717
Closed -$5.3M – 147
2025
Q3 		$5.3M Buy
226,717
+7,066
+3% +$165K 1.29% 20
2025
Q2 		$5.13M Buy
219,651
+5,187
+2% +$121K 1.35% 15
2025
Q1 		$5.01M Buy
214,464
+61,798
+40% +$1.44M 1.56% 12
2024
Q4 		$3.56M Buy
152,666
+51,597
+51% +$1.2M 1.06% 26
2024
Q3 		$2.37M Buy
101,069
+38,376
+61% +$894K 0.72% 43
2024
Q2 		$1.46M Buy
62,693
+23,465
+60% +$544K 0.49% 61
2024
Q1 		$911K Buy
+39,228
New +$912K 0.32% 84

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IA
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WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return