Midwest Professional Planners Ltd (MPPL)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
21,284
+295
| +1% | +$24.4K | 0.46% | 66 |
|
|
2025
Q1 | $1.74M | Buy |
20,989
+2,891
| +16% | +$239K | 0.54% | 58 |
|
|
2024
Q4 | $1.48M | Sell |
18,098
-671
| -4% | -$55K | 0.44% | 70 |
|
|
2024
Q3 | $1.56M | Buy |
18,769
+439
| +2% | +$36.5K | 0.48% | 64 |
|
|
2024
Q2 | $1.5M | Sell |
18,330
-741
| -4% | -$60.5K | 0.5% | 59 |
|
|
2024
Q1 | $1.56M | Sell |
19,071
-69
| -0.4% | -$5.64K | 0.55% | 56 |
|
|
2023
Q4 | $1.57M | Sell |
19,140
-26,507
| -58% | -$2.17M | 0.63% | 49 |
|
|
2023
Q3 | $3.7M | Buy |
45,647
+10,346
| +29% | +$838K | 1.66% | 10 |
|
|
2023
Q2 | $2.86M | Buy |
35,301
+23,676
| +204% | +$1.92M | 1.25% | 20 |
|
|
2023
Q1 | $955K | Sell |
11,625
-40,712
| -78% | -$3.34M | 0.47% | 61 |
|
|
2022
Q4 | $4.25M | Sell |
52,337
-29,032
| -36% | -$2.36M | 2.35% | 6 |
|
|
2022
Q3 | $6.61M | Sell |
81,369
-47,079
| -37% | -$3.82M | 3.94% | 6 |
|
|
2022
Q2 | $10.6M | Buy |
128,448
+42,236
| +49% | +$3.5M | 6% | 4 |
|
|
2022
Q1 | $7.19M | Buy |
86,212
+69,368
| +412% | +$5.78M | 3.53% | 6 |
|
|
2021
Q4 | $1.44M | Sell |
16,844
-1,637
| -9% | -$140K | 0.7% | 41 |
|
|
2021
Q3 | $1.59M | Sell |
18,481
-29,955
| -62% | -$2.58M | 0.84% | 37 |
|
|
2021
Q2 | $4.17M | Buy |
48,436
+43,484
| +878% | +$3.75M | 2.17% | 10 |
|
|
2021
Q1 | $550K | Sell |
4,952
-42,664
| -90% | -$4.74M | 0.54% | 48 |
|
|
2020
Q4 | $4.11M | Buy |
47,616
+44,809
| +1,596% | +$3.87M | 2.53% | 7 |
|
|
2020
Q3 | $311K | Sell |
2,807
-1,742
| -38% | -$193K | 0.22% | 82 |
|
|
2020
Q2 | $504K | Sell |
4,549
-403
| -8% | -$44.7K | 0.4% | 70 |
|
|
2020
Q1 | $550K | Buy |
4,952
+851
| +21% | +$94.5K | 0.54% | 49 |
|
|
2019
Q4 | $453K | Sell |
4,101
-66,240
| -94% | -$7.32M | 0.37% | 62 |
|
|
2019
Q3 | $5.97M | Buy |
70,341
+480
| +0.7% | +$40.7K | 5.34% | 4 |
|
|
2019
Q2 | $5.92M | Sell |
69,861
-232
| -0.3% | -$19.7K | 5.49% | 3 |
|
|
2019
Q1 | $5.9M | Sell |
70,093
-32,260
| -32% | -$2.71M | 5.69% | 4 |
|
|
2018
Q4 | $8.56M | Buy |
102,353
+22,787
| +29% | +$1.91M | 9.21% | 1 |
|
|
2018
Q3 | $6.61M | Sell |
79,566
-227
| -0.3% | -$18.9K | 6.07% | 3 |
|
|
2018
Q2 | $6.65M | Sell |
79,793
-24,246
| -23% | -$2.02M | 5.95% | 4 |
|
|
2018
Q1 | $8.69M | Buy |
104,039
+62,172
| +148% | +$5.19M | 7.83% | 1 |
|
|
2017
Q4 | $3.51M | Buy |
+41,867
| New | +$3.51M | 3.21% | 5 |
|