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Midwest Professional Planners Ltd (MPPL)’s iShares New York Muni Bond ETF NYF Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,461
Closed -$2.23M – 122
2021
Q1 		$2.23M Buy
8,461
+4,975
+143% +$289K 2.2% 13
2020
Q4 		$203K Sell
3,486
-3,779
-52% -$218K 0.13% 110
2020
Q3 		$3.93M Buy
7,265
+162
+2% +$9.36K 2.77% 7
2020
Q2 		$2.7M Sell
7,103
-1,358
-16% -$76.8K 2.12% 7
2020
Q1 		$2.23M Buy
8,461
+112
+1% +$6.39K 2.2% 14
2019
Q4 		$1.96M Buy
8,349
+4,697
+129% +$268K 1.6% 17
2019
Q3 		$209K Sell
3,652
-217
-6% -$12.4K 0.19% 89
2019
Q2 		$220K Sell
3,869
-423
-10% -$23.8K 0.2% 82
2019
Q1 		$240K Sell
4,292
-44,311
-91% -$2.44M 0.23% 80
2018
Q4 		$2.66M Sell
48,603
-3,478
-7% -$188K 2.87% 9
2018
Q3 		$2.83M Sell
52,081
-914
-2% -$49.9K 2.6% 12
2018
Q2 		$2.9M Buy
52,995
+204
+0.4% +$11.1K 2.6% 9
2018
Q1 		$2.89M Sell
52,791
-543
-1% -$29.9K 2.61% 9
2017
Q4 		$2.98M Buy
+53,334
New +$2.98M 2.72% 10

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HPA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s NYF Position: Q2 2021 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares New York Muni Bond ETF (NYF) in Q2 2021, closing a stake of 8,461 shares — an estimated $2.23M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in NYF in Q4 2017 and held it in 14 quarters. The position peaked at $3.93M in Q3 2020. 104 funds tracked by Wall St. Rank hold NYF as of Q2 2021.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares New York Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 8,461 iShares New York Muni Bond ETF shares in Q2 2021, an estimated $2.23M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares New York Muni Bond ETF in Q4 2017 and held it in 14 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares New York Muni Bond ETF position peaked at $3.93M in Q3 2020.
  • 104 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2021.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2021, filed 10 Aug 2021.