Midwest Professional Planners Ltd (MPPL)’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$499K	Buy	25,562 +14,662	+135%	+$287K	0.1%	110
2026 Q1	$215K	Buy	10,900 +642	+6%	+$12.7K	0.05%	135
2025 Q4	$204K	Buy	+10,258	New	+$204K	0.05%	140

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 135% in Q2 2026, buying an estimated $287K and bringing the position to 25,562 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #110.

Midwest Professional Planners Ltd (MPPL) first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 25,562 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $499K as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 14,662 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $287K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.1% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #110 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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