Midwest Professional Planners Ltd (MPPL)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Buy	76,724 +18,927	+33%	+$411K	0.33%	87
2026 Q1	$1.26M	Buy	57,797 +26,938	+87%	+$591K	0.3%	90
2025 Q4	$677K	Buy	30,859 +9,262	+43%	+$204K	0.16%	111
2025 Q3	$474K	Buy	21,597 +5,733	+36%	+$125K	0.12%	122
2025 Q2	$348K	Buy	15,864 +6,022	+61%	+$131K	0.09%	129
2025 Q1	$214K	Buy	+9,842	New	+$211K	0.07%	151

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

Midwest Professional Planners Ltd (MPPL) increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 33% in Q2 2026, buying an estimated $411K and bringing the position to 76,724 shares worth $1.66M. The position accounts for 0.33% of the portfolio, ranked #87.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 76,724 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.66M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 18,927 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $411K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.33% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #87 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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