Midwest Professional Planners Ltd (MPPL)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,626	Closed	-$938K	–	158
2025 Q1	$938K	Buy	8,626 +1,425	+20%	+$154K	0.29%	97
2024 Q4	$769K	Sell	7,201 -143	-2%	-$15.6K	0.23%	105
2024 Q3	$830K	Buy	7,344 +133	+2%	+$14.7K	0.25%	101
2024 Q2	$772K	Sell	7,211 -331	-4%	-$35.3K	0.26%	95
2024 Q1	$821K	Buy	7,542 +22	+0.3%	+$2.39K	0.29%	92
2023 Q4	$832K	Sell	7,520 -995	-12%	-$104K	0.33%	76
2023 Q3	$869K	Sell	8,515 -219	-3%	-$23.1K	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%	-$109K	0.5%	57
2022 Q4	$1.09M	Sell	10,318 -374	-3%	-$39.1K	0.6%	53
2022 Q3	$1.09M	Sell	10,692 -98	-0.9%	-$10.8K	0.65%	45
2022 Q2	$1.19M	Sell	10,790 -38	-0.4%	-$4.29K	0.67%	43
2022 Q1	$1.31M	Sell	10,828 -14,568	-57%	-$1.82M	0.64%	44
2021 Q4	$3.37M	Buy	25,396 +13,540	+114%	+$1.8M	1.64%	14
2021 Q3	$1.57M	Sell	11,856 -5,581	-32%	-$754K	0.84%	38
2021 Q2	$2.34M	Buy	+17,437	New	+$2.3M	1.22%	19
2021 Q1	–	Sell	-6,416	Closed	-$886K	–	105
2020 Q4	$886K	Buy	+6,416	New	+$874K	0.55%	53
2020 Q1	–	Sell	-4,578	Closed	-$275K	–	87
2019 Q4	$275K	Sell	4,578 -22,771	-83%	-$2.9M	0.22%	79
2019 Q3	$3.49M	Buy	27,349 +3,702	+16%	+$466K	3.12%	7
2019 Q2	$2.94M	Sell	23,647 -147	-0.6%	-$17.7K	2.73%	9
2019 Q1	$2.83M	Sell	23,794 -1,290	-5%	-$149K	2.74%	9
2018 Q4	$2.83M	Sell	25,084 -2,194	-8%	-$247K	3.05%	7
2018 Q3	$3.13M	Sell	27,278 -203	-0.7%	-$23.4K	2.88%	10
2018 Q2	$3.15M	Buy	27,481 +515	+2%	+$59.3K	2.81%	8
2018 Q1	$3.17M	Buy	26,966 +753	+3%	+$89K	2.85%	7
2017 Q4	$3.19M	Buy	+26,213	New	+$3.17M	2.91%	8

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s LQD Position: Q2 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 8,626 shares — an estimated $938K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in LQD in Q4 2017 and held it in 26 quarters. The position peaked at $3.49M in Q3 2019. 1,046 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 8,626 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $938K.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 26 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.49M in Q3 2019.
1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2025, filed 11 Aug 2025.