Midwest Professional Planners Ltd (MPPL)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.16M | Buy |
60,153
+1,388
| +2% | +$165K | 1.89% | 7 |
|
|
2025
Q1 | $6.94M | Buy |
58,765
+8,169
| +16% | +$965K | 2.16% | 5 |
|
|
2024
Q4 | $5.85M | Sell |
50,596
-518
| -1% | -$59.9K | 1.75% | 7 |
|
|
2024
Q3 | $6.11M | Buy |
51,114
+1,159
| +2% | +$139K | 1.87% | 4 |
|
|
2024
Q2 | $5.77M | Buy |
49,955
+24,061
| +93% | +$2.78M | 1.93% | 5 |
|
|
2024
Q1 | $3M | Buy |
25,894
+885
| +4% | +$102K | 1.05% | 25 |
|
|
2023
Q4 | $2.93M | Buy |
25,009
+9,996
| +67% | +$1.17M | 1.17% | 18 |
|
|
2023
Q3 | $1.7M | Sell |
15,013
-352
| -2% | -$39.8K | 0.76% | 38 |
|
|
2023
Q2 | $1.77M | Buy |
15,365
+526
| +4% | +$60.6K | 0.78% | 36 |
|
|
2023
Q1 | $1.75M | Sell |
14,839
-11,036
| -43% | -$1.3M | 0.85% | 34 |
|
|
2022
Q4 | $2.97M | Sell |
25,875
-763
| -3% | -$87.7K | 1.65% | 12 |
|
|
2022
Q3 | $3.04M | Sell |
26,638
-110
| -0.4% | -$12.6K | 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% | +$1.07M | 1.67% | 13 |
|
|
2021
Q4 | $2.45M | Sell |
19,049
-795
| -4% | -$102K | 1.19% | 21 |
|
|
2021
Q3 | $2.58M | Sell |
19,844
-818
| -4% | -$106K | 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 | +$2.57M | 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 | +$20K | 0.02% | 192 |
|