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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s IBTI Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 45% in Q1 2026, buying an estimated $826K and bringing the position to 118,833 shares worth $2.65M. The position accounts for 0.62% of the portfolio, ranked #53.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTI in Q4 2024 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Midwest Professional Planners Ltd (MPPL) held 118,833 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.65M as of Q1 2026.
Midwest Professional Planners Ltd (MPPL) bought 36,944 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $826K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.62% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #53 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 6 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.