Midwest Professional Planners Ltd (MPPL)’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$311K | 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% | +$2.06M | 0.92% | 35 |
|
|
2023
Q4 | $559K | Sell |
5,073
-181
| -3% | -$19.9K | 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% | -$33K | 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% | -$25.1K | 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% | +$1.85M | 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% | -$46.6K | 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 | – | 257 |
|
|
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 |
|