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Midwest Professional Planners Ltd (MPPL)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.01M Buy
393,713
+28,893
+8% +$661K 1.77% 10
2026
Q1 		$8.36M Buy
364,820
+41,226
+13% +$944K 1.97% 6
2025
Q4 		$7.4M Buy
323,594
+30,336
+10% +$695K 1.75% 8
2025
Q3 		$6.73M Buy
293,258
+30,835
+12% +$706K 1.64% 9
2025
Q2 		$6.02M Buy
262,423
+43,797
+20% +$1M 1.58% 12
2025
Q1 		$5.02M Buy
218,626
+92,787
+74% +$2.12M 1.56% 11
2024
Q4 		$2.87M Buy
125,839
+51,061
+68% +$1.17M 0.86% 32
2024
Q3 		$1.72M Buy
74,778
+40,704
+119% +$931K 0.53% 60
2024
Q2 		$772K Buy
34,074
+24,242
+247% +$547K 0.26% 96
2024
Q1 		$223K Buy
+9,832
New +$224K 0.08% 141

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IBTG Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 7.9% in Q2 2026, buying an estimated $661K and bringing the position to 393,713 shares worth $9.01M. The position accounts for 1.77% of the portfolio, ranked #10.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTG in Q1 2024 and has held it in 10 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 393,713 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $9.01M as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 28,893 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $661K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 1.77% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #10 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.