Midwest Professional Planners Ltd (MPPL)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.45M	Buy	155,906 +37,073	+31%	+$822K	0.68%	51
2026 Q1	$2.65M	Buy	118,833 +36,944	+45%	+$826K	0.62%	53
2025 Q4	$1.83M	Buy	81,889 +21,310	+35%	+$477K	0.43%	75
2025 Q3	$1.36M	Buy	60,579 +9,962	+20%	+$222K	0.33%	84
2025 Q2	$1.13M	Buy	50,617 +7,952	+19%	+$177K	0.3%	84
2025 Q1	$949K	Buy	42,665 +24,083	+130%	+$530K	0.3%	96
2024 Q4	$407K	Buy	+18,582	New	+$410K	0.12%	130

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 31% in Q2 2026, buying an estimated $822K and bringing the position to 155,906 shares worth $3.45M. The position accounts for 0.68% of the portfolio, ranked #51.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 155,906 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.45M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 37,073 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $822K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.68% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #51 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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