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Midwest Professional Planners Ltd (MPPL)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.4M Buy
71,494
+4,419
+7% +$520K 1.65% 12
2026
Q1 		$7.96M Buy
67,075
+3,254
+5% +$388K 1.87% 9
2025
Q4 		$7.62M Buy
63,821
+2,910
+5% +$348K 1.8% 7
2025
Q3 		$7.28M Buy
60,911
+758
+1% +$90.2K 1.78% 6
2025
Q2 		$7.16M Buy
60,153
+1,388
+2% +$164K 1.89% 7
2025
Q1 		$6.94M Buy
58,765
+8,169
+16% +$951K 2.16% 5
2024
Q4 		$5.85M Sell
50,596
-518
-1% -$60.5K 1.75% 7
2024
Q3 		$6.11M Buy
51,114
+1,159
+2% +$137K 1.87% 4
2024
Q2 		$5.77M Buy
49,955
+24,061
+93% +$2.76M 1.93% 5
2024
Q1 		$3M Buy
25,894
+885
+4% +$103K 1.05% 25
2023
Q4 		$2.93M Buy
25,009
+9,996
+67% +$1.14M 1.17% 18
2023
Q3 		$1.7M Sell
15,013
-352
-2% -$40.3K 0.76% 38
2023
Q2 		$1.77M Buy
15,365
+526
+4% +$61.6K 0.78% 36
2023
Q1 		$1.75M Sell
14,839
-11,036
-43% -$1.28M 0.85% 34
2022
Q4 		$2.97M Sell
25,875
-763
-3% -$87.5K 1.65% 12
2022
Q3 		$3.04M Sell
26,638
-110
-0.4% -$13K 1.82% 11
2022
Q2 		$3.19M Sell
26,748
-1,035
-4% -$124K 1.8% 12
2022
Q1 		$3.39M Buy
27,783
+8,734
+46% +$1.1M 1.67% 13
2021
Q4 		$2.45M Sell
19,049
-795
-4% -$103K 1.19% 21
2021
Q3 		$2.58M Sell
19,844
-818
-4% -$107K 1.37% 16
2021
Q2 		$2.7M Buy
+20,662
New +$2.7M 1.41% 15
2021
Q1 		– Sell
-24,603
Closed -$3.27M – 99
2020
Q4 		$3.27M Buy
24,603
+1,545
+7% +$205K 2.02% 12
2020
Q3 		$3.08M Buy
23,058
+3,839
+20% +$513K 2.17% 11
2020
Q2 		$2.57M Buy
+19,219
New +$2.56M 2.02% 11
2018
Q3 		– Sell
-162
Closed -$19K – 179
2018
Q2 		$19K Hold
162
– – 0.02% 190
2018
Q1 		$20K Hold
162
– – 0.02% 187
2017
Q4 		$20K Buy
+162
New +$19.9K 0.02% 192

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CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.6% in Q2 2026, buying an estimated $520K and bringing the position to 71,494 shares worth $8.4M. The position accounts for 1.65% of the portfolio, ranked #12.

Midwest Professional Planners Ltd (MPPL) first reported a position in IEI in Q4 2017 and has held it in 27 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 71,494 shares of iShares 3-7 Year Treasury Bond ETF worth $8.4M as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 4,419 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $520K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.65% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #12 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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