MPPLM
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Midwest Professional Planners Ltd (MPPL)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Sell
113,969
-41,505
-27% -$4.57M 2.46% 7
2026
Q1 		$17.2M Buy
155,474
+13,748
+10% +$1.52M 4.04% 2
2025
Q4 		$15.6M Sell
141,726
-8,416
-6% -$928K 3.7% 2
2025
Q3 		$16.6M Sell
150,142
-33,361
-18% -$3.68M 4.05% 2
2025
Q2 		$20.3M Buy
183,503
+135,114
+279% +$14.9M 5.34% 2
2025
Q1 		$5.35M Buy
48,389
+22,923
+90% +$2.53M 1.66% 10
2024
Q4 		$2.8M Buy
25,466
+2,197
+9% +$242K 0.84% 33
2024
Q3 		$2.57M Buy
23,269
+2,808
+14% +$310K 0.79% 39
2024
Q2 		$2.26M Sell
20,461
-3,235
-14% -$357K 0.76% 39
2024
Q1 		$2.62M Buy
23,696
+18,623
+367% +$2.05M 0.92% 35
2023
Q4 		$559K Sell
5,073
-181
-3% -$20K 0.22% 88
2023
Q3 		$580K Sell
5,254
-1,261
-19% -$139K 0.26% 82
2023
Q2 		$720K Sell
6,515
-175
-3% -$19.3K 0.32% 79
2023
Q1 		$739K Sell
6,690
-299
-4% -$32.9K 0.36% 70
2022
Q4 		$768K Sell
6,989
-36,641
-84% -$4.03M 0.43% 64
2022
Q3 		$4.8M Buy
43,630
+36,746
+534% +$4.04M 2.86% 7
2022
Q2 		$758K Buy
6,884
+55
+0.8% +$6.06K 0.43% 59
2022
Q1 		$753K Sell
6,829
-228
-3% -$25.2K 0.37% 66
2021
Q4 		$779K Sell
7,057
-13,324
-65% -$1.47M 0.38% 65
2021
Q3 		$2.27M Buy
20,381
+16,606
+440% +$1.83M 1.2% 21
2021
Q2 		$417K Buy
+3,775
New +$417K 0.22% 82
2021
Q1 		– Sell
-4,786
Closed -$529K – 114
2020
Q4 		$529K Buy
+4,786
New +$529K 0.33% 69
2020
Q1 		– Sell
-3,066
Closed -$243K – 91
2019
Q4 		$243K Sell
3,066
-588
-16% -$65K 0.2% 84
2019
Q3 		$404K Buy
+3,654
New +$404K 0.36% 65
2019
Q1 		– Sell
-24,157
Closed -$2.67M – 98
2018
Q4 		$2.67M Buy
+24,157
New +$2.67M 2.87% 8
2018
Q3 		– Sell
-2,048
Closed -$226K – 256
2018
Q2 		$226K Sell
2,048
-21,808
-91% -$2.41M 0.2% 87
2018
Q1 		$2.63M Buy
23,856
+22,409
+1,549% +$2.47M 2.37% 13
2017
Q4 		$160K Buy
+1,447
New +$160K 0.15% 101

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Midwest Professional Planners Ltd (MPPL) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 27% in Q2 2026, selling an estimated $4.57M and leaving 113,969 shares worth $12.6M. The position accounts for 2.46% of the portfolio, ranked #7.

Midwest Professional Planners Ltd (MPPL) first reported a position in SHV in Q4 2017 and has held it in 28 quarters since. The position peaked at $20.3M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 113,969 shares of iShares 0-1 Year Treasury Bond ETF worth $12.6M as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) sold 41,505 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.57M.
  • iShares 0-1 Year Treasury Bond ETF made up 2.46% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #7 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s iShares 0-1 Year Treasury Bond ETF position peaked at $20.3M in Q2 2025.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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