Midwest Professional Planners Ltd (MPPL)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7M	Buy	313,050 +48,361	+18%	+$1.08M	1.37%	17
2026 Q1	$5.94M	Buy	264,689 +59,478	+29%	+$1.34M	1.4%	15
2025 Q4	$4.61M	Buy	205,211 +36,443	+22%	+$820K	1.09%	26
2025 Q3	$3.8M	Buy	168,768 +36,227	+27%	+$813K	0.93%	31
2025 Q2	$2.98M	Buy	132,541 +44,185	+50%	+$990K	0.78%	43
2025 Q1	$1.98M	Buy	88,356 +35,036	+66%	+$780K	0.62%	55
2024 Q4	$1.18M	Buy	53,320 +17,635	+49%	+$393K	0.35%	83
2024 Q3	$808K	Buy	35,685 +14,083	+65%	+$316K	0.25%	103
2024 Q2	$477K	Buy	+21,602	New	+$475K	0.16%	113

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 18% in Q2 2026, buying an estimated $1.08M and bringing the position to 313,050 shares worth $7M. The position accounts for 1.37% of the portfolio, ranked #17.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTH in Q2 2024 and has held it in 9 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 313,050 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $7M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 48,361 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $1.08M.
iShares iBonds Dec 2027 Term Treasury ETF made up 1.37% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #17 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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