Midwest Professional Planners Ltd (MPPL)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,626
| Closed | -$938K | – | 158 |
|
|
2025
Q1 | $938K | Buy |
8,626
+1,425
| +20% | +$155K | 0.29% | 97 |
|
|
2024
Q4 | $769K | Sell |
7,201
-143
| -2% | -$15.3K | 0.23% | 105 |
|
|
2024
Q3 | $830K | Buy |
7,344
+133
| +2% | +$15K | 0.25% | 101 |
|
|
2024
Q2 | $772K | Sell |
7,211
-331
| -4% | -$35.5K | 0.26% | 95 |
|
|
2024
Q1 | $821K | Buy |
7,542
+22
| +0.3% | +$2.4K | 0.29% | 92 |
|
|
2023
Q4 | $832K | Sell |
7,520
-995
| -12% | -$110K | 0.33% | 76 |
|
|
2023
Q3 | $869K | Sell |
8,515
-219
| -3% | -$22.3K | 0.39% | 68 |
|
|
2023
Q2 | $945K | Sell |
8,734
-580
| -6% | -$62.7K | 0.41% | 66 |
|
|
2023
Q1 | $1.02M | Sell |
9,314
-1,004
| -10% | -$110K | 0.5% | 57 |
|
|
2022
Q4 | $1.09M | Sell |
10,318
-374
| -3% | -$39.4K | 0.6% | 53 |
|
|
2022
Q3 | $1.1M | Sell |
10,692
-98
| -0.9% | -$10K | 0.65% | 45 |
|
|
2022
Q2 | $1.19M | Sell |
10,790
-38
| -0.4% | -$4.18K | 0.67% | 43 |
|
|
2022
Q1 | $1.31M | Sell |
10,828
-14,568
| -57% | -$1.76M | 0.64% | 44 |
|
|
2021
Q4 | $3.37M | Buy |
25,396
+13,540
| +114% | +$1.79M | 1.64% | 14 |
|
|
2021
Q3 | $1.58M | Sell |
11,856
-5,581
| -32% | -$741K | 0.84% | 38 |
|
|
2021
Q2 | $2.34M | Buy |
+17,437
| New | +$2.34M | 1.22% | 19 |
|
|
2021
Q1 | – | Sell |
-6,416
| Closed | -$886K | – | 105 |
|
|
2020
Q4 | $886K | Buy |
+6,416
| New | +$886K | 0.55% | 53 |
|
|
2020
Q1 | – | Sell |
-4,578
| Closed | -$275K | – | 87 |
|
|
2019
Q4 | $275K | Sell |
4,578
-22,771
| -83% | -$1.37M | 0.22% | 79 |
|
|
2019
Q3 | $3.49M | Buy |
27,349
+3,702
| +16% | +$472K | 3.12% | 7 |
|
|
2019
Q2 | $2.94M | Sell |
23,647
-147
| -0.6% | -$18.3K | 2.73% | 9 |
|
|
2019
Q1 | $2.83M | Sell |
23,794
-1,290
| -5% | -$154K | 2.74% | 9 |
|
|
2018
Q4 | $2.83M | Sell |
25,084
-2,194
| -8% | -$248K | 3.05% | 7 |
|
|
2018
Q3 | $3.14M | Sell |
27,278
-203
| -0.7% | -$23.3K | 2.88% | 10 |
|
|
2018
Q2 | $3.15M | Buy |
27,481
+515
| +2% | +$59K | 2.81% | 8 |
|
|
2018
Q1 | $3.17M | Buy |
26,966
+753
| +3% | +$88.4K | 2.85% | 7 |
|
|
2017
Q4 | $3.19M | Buy |
+26,213
| New | +$3.19M | 2.91% | 8 |
|