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

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IBTF Position: Q4 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 226,717 shares — an estimated $5.3M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTF in Q1 2024 and held it in 7 quarters. The position peaked at $5.3M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 226,717 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $5.3M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares iBonds Dec 2025 Term Treasury ETF position peaked at $5.3M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2025, filed 6 Feb 2026.