Midwest Professional Planners Ltd (MPPL)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
18,338
+350
| +2% | +$33.5K | 0.46% | 68 |
|
|
2025
Q1 | $1.72M | Buy |
17,988
+2,759
| +18% | +$263K | 0.53% | 60 |
|
|
2024
Q4 | $1.41M | Sell |
15,229
-27
| -0.2% | -$2.5K | 0.42% | 75 |
|
|
2024
Q3 | $1.5M | Buy |
15,256
+437
| +3% | +$42.9K | 0.46% | 67 |
|
|
2024
Q2 | $1.39M | Sell |
14,819
-412
| -3% | -$38.6K | 0.46% | 66 |
|
|
2024
Q1 | $1.44M | Buy |
15,231
+819
| +6% | +$77.5K | 0.51% | 59 |
|
|
2023
Q4 | $1.39M | Sell |
14,412
-1,743
| -11% | -$168K | 0.55% | 54 |
|
|
2023
Q3 | $1.48M | Sell |
16,155
-225
| -1% | -$20.6K | 0.67% | 46 |
|
|
2023
Q2 | $1.58M | Buy |
16,380
+837
| +5% | +$80.9K | 0.69% | 41 |
|
|
2023
Q1 | $1.54M | Buy |
15,543
+4,015
| +35% | +$398K | 0.75% | 36 |
|
|
2022
Q4 | $1.1M | Sell |
11,528
-284
| -2% | -$27.2K | 0.61% | 52 |
|
|
2022
Q3 | $1.13M | Sell |
11,812
-115
| -1% | -$11K | 0.68% | 42 |
|
|
2022
Q2 | $1.22M | Sell |
11,927
-537
| -4% | -$54.9K | 0.69% | 40 |
|
|
2022
Q1 | $1.34M | Sell |
12,464
-6,568
| -35% | -$706K | 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% | -$108K | 1.22% | 20 |
|
|
2021
Q2 | $2.42M | Buy |
20,925
+18,827
| +897% | +$2.17M | 1.26% | 18 |
|
|
2021
Q1 | $255K | Sell |
2,098
-25,379
| -92% | -$3.08M | 0.25% | 73 |
|
|
2020
Q4 | $3.3M | Buy |
27,477
+1,945
| +8% | +$233K | 2.03% | 11 |
|
|
2020
Q3 | $3.11M | Buy |
25,532
+4,096
| +19% | +$499K | 2.19% | 10 |
|
|
2020
Q2 | $2.61M | Buy |
21,436
+19,338
| +922% | +$2.36M | 2.06% | 10 |
|
|
2020
Q1 | $255K | Buy |
+2,098
| New | +$255K | 0.25% | 74 |
|
|
2019
Q4 | – | Sell |
-5,805
| Closed | -$653K | – | 99 |
|
|
2019
Q3 | $653K | Buy |
5,805
+408
| +8% | +$45.9K | 0.58% | 43 |
|
|
2019
Q2 | $594K | Buy |
+5,397
| New | +$594K | 0.55% | 45 |
|
|
2019
Q1 | – | Sell |
-4,211
| Closed | -$439K | – | 94 |
|
|
2018
Q4 | $439K | Buy |
+4,211
| New | +$439K | 0.47% | 48 |
|
|
2018
Q3 | – | Sell |
-907
| Closed | -$93K | – | 177 |
|
|
2018
Q2 | $93K | Sell |
907
-91
| -9% | -$9.33K | 0.08% | 118 |
|
|
2018
Q1 | $103K | Sell |
998
-65
| -6% | -$6.71K | 0.09% | 115 |
|
|
2017
Q4 | $112K | Buy |
+1,063
| New | +$112K | 0.1% | 118 |
|