Midwest Professional Planners Ltd (MPPL)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.97M	Buy	83,588 +4,712	+6%	+$224K	0.78%	39
2026 Q1	$3.75M	Buy	78,876 +4,521	+6%	+$217K	0.88%	33
2025 Q4	$3.58M	Buy	74,355 +2,929	+4%	+$142K	0.85%	36
2025 Q3	$3.46M	Buy	71,426 +484	+0.7%	+$23.2K	0.84%	35
2025 Q2	$3.39M	Buy	+70,942	New	+$3.34M	0.89%	33
2018 Q3	–	Sell	-517	Closed	-$26K	–	245
2018 Q2	$26K	Hold	517	–	–	0.02%	176
2018 Q1	$26K	Hold	517	–	–	0.02%	165
2017 Q4	$27K	Buy	+517	New	+$27.2K	0.02%	169

Other funds holding QLTA

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) increased its iShares AAA-A Rated Corporate Bond ETF (QLTA) stake by 6% in Q2 2026, buying an estimated $224K and bringing the position to 83,588 shares worth $3.97M. The position accounts for 0.78% of the portfolio, ranked #39.

Midwest Professional Planners Ltd (MPPL) first reported a position in QLTA in Q4 2017 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 83,588 shares of iShares AAA-A Rated Corporate Bond ETF worth $3.97M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 4,712 iShares AAA-A Rated Corporate Bond ETF shares in Q2 2026, an estimated $224K.
iShares AAA-A Rated Corporate Bond ETF made up 0.78% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #39 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2017 and has held it in 8 quarters since.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

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