MPPLM
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Midwest Professional Planners Ltd (MPPL)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96M Buy
23,712
+1,586
+7% +$131K 0.46% 70
2025
Q4 		$1.83M Buy
22,126
+654
+3% +$54.2K 0.43% 74
2025
Q3 		$1.78M Buy
21,472
+188
+0.9% +$15.6K 0.43% 73
2025
Q2 		$1.76M Buy
21,284
+295
+1% +$24.4K 0.46% 66
2025
Q1 		$1.74M Buy
20,989
+2,891
+16% +$238K 0.54% 58
2024
Q4 		$1.48M Sell
18,098
-671
-4% -$55.2K 0.44% 70
2024
Q3 		$1.56M Buy
18,769
+439
+2% +$36.2K 0.48% 64
2024
Q2 		$1.5M Sell
18,330
-741
-4% -$60.3K 0.5% 59
2024
Q1 		$1.56M Sell
19,071
-69
-0.4% -$5.65K 0.55% 56
2023
Q4 		$1.57M Sell
19,140
-26,507
-58% -$2.15M 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% +$1.94M 1.25% 20
2023
Q1 		$955K Sell
11,625
-40,712
-78% -$3.32M 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% -$3.87M 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% +$5.86M 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% -$3.68M 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% -$151K 0.22% 82
2020
Q2 		$504K Sell
4,549
-403
-8% -$34.9K 0.4% 70
2020
Q1 		$550K Buy
4,952
+851
+21% +$72.7K 0.54% 49
2019
Q4 		$453K Sell
4,101
-66,240
-94% -$5.61M 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% -$19.5K 5.49% 3
2019
Q1 		$5.9M Sell
70,093
-32,260
-32% -$2.7M 5.69% 4
2018
Q4 		$8.56M Buy
102,353
+22,787
+29% +$1.89M 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 +$3.52M 3.21% 5

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s SHY Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.2% in Q1 2026, buying an estimated $131K and bringing the position to 23,712 shares worth $1.96M. The position accounts for 0.46% of the portfolio, ranked #70.

Midwest Professional Planners Ltd (MPPL) first reported a position in SHY in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.6M in Q2 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 23,712 shares of iShares 1-3 Year Treasury Bond ETF worth $1.96M as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 1,586 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $131K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.46% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #70 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s iShares 1-3 Year Treasury Bond ETF position peaked at $10.6M in Q2 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.