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Midwest Professional Planners Ltd (MPPL)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.95M Buy
20,400
+1,081
+6% +$104K 0.46% 71
2025
Q4 		$1.86M Buy
19,319
+649
+3% +$62.8K 0.44% 71
2025
Q3 		$1.8M Buy
18,670
+332
+2% +$31.7K 0.44% 72
2025
Q2 		$1.76M Buy
18,338
+350
+2% +$33.1K 0.46% 68
2025
Q1 		$1.72M Buy
17,988
+2,759
+18% +$258K 0.53% 60
2024
Q4 		$1.41M Sell
15,229
-27
-0.2% -$2.55K 0.42% 75
2024
Q3 		$1.5M Buy
15,256
+437
+3% +$42.2K 0.46% 67
2024
Q2 		$1.39M Sell
14,819
-412
-3% -$38.3K 0.46% 66
2024
Q1 		$1.44M Buy
15,231
+819
+6% +$77.6K 0.51% 59
2023
Q4 		$1.39M Sell
14,412
-1,743
-11% -$161K 0.55% 54
2023
Q3 		$1.48M Sell
16,155
-225
-1% -$21.2K 0.67% 46
2023
Q2 		$1.58M Buy
16,380
+837
+5% +$82.3K 0.69% 41
2023
Q1 		$1.54M Buy
15,543
+4,015
+35% +$392K 0.75% 36
2022
Q4 		$1.1M Sell
11,528
-284
-2% -$27.3K 0.61% 52
2022
Q3 		$1.13M Sell
11,812
-115
-1% -$11.7K 0.68% 42
2022
Q2 		$1.22M Sell
11,927
-537
-4% -$55.1K 0.69% 40
2022
Q1 		$1.34M Sell
12,464
-6,568
-35% -$729K 0.66% 43
2021
Q4 		$2.19M Sell
19,032
-954
-5% -$110K 1.06% 24
2021
Q3 		$2.3M Sell
19,986
-939
-4% -$110K 1.22% 20
2021
Q2 		$2.42M Buy
20,925
+18,827
+897% +$2.15M 1.26% 18
2021
Q1 		$255K Sell
2,098
-25,379
-92% -$2.96M 0.25% 73
2020
Q4 		$3.3M Buy
27,477
+1,945
+8% +$234K 2.03% 11
2020
Q3 		$3.11M Buy
25,532
+4,096
+19% +$500K 2.19% 10
2020
Q2 		$2.61M Buy
21,436
+19,338
+922% +$2.35M 2.06% 10
2020
Q1 		$255K Buy
+2,098
New +$241K 0.25% 74
2019
Q4 		– Sell
-5,805
Closed -$653K – 99
2019
Q3 		$653K Buy
5,805
+408
+8% +$45.5K 0.58% 43
2019
Q2 		$594K Buy
+5,397
New +$578K 0.55% 45
2019
Q1 		– Sell
-4,211
Closed -$439K – 94
2018
Q4 		$439K Buy
+4,211
New +$426K 0.47% 48
2018
Q3 		– Sell
-907
Closed -$93K – 177
2018
Q2 		$93K Sell
907
-91
-9% -$9.27K 0.08% 118
2018
Q1 		$103K Sell
998
-65
-6% -$6.69K 0.09% 115
2017
Q4 		$112K Buy
+1,063
New +$113K 0.1% 118

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.6% in Q1 2026, buying an estimated $104K and bringing the position to 20,400 shares worth $1.95M. The position accounts for 0.46% of the portfolio, ranked #71.

Midwest Professional Planners Ltd (MPPL) first reported a position in IEF in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.3M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 20,400 shares of iShares 7-10 Year Treasury Bond ETF worth $1.95M as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 1,081 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $104K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.46% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #71 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s iShares 7-10 Year Treasury Bond ETF position peaked at $3.3M in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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