Midwest Professional Planners Ltd (MPPL)’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,615	Closed	-$1.1M	–	115
2020 Q4	$1.1M	Buy	8,615 +581	+7%	+$73.3K	0.68%	37
2020 Q3	$1.02M	Buy	8,034 +1,024	+15%	+$129K	0.71%	40
2020 Q2	$862K	Buy	+7,010	New	+$852K	0.68%	42
2018 Q3	–	Sell	-160	Closed	-$18K	–	268
2018 Q2	$18K	Hold	160	–	–	0.02%	197
2018 Q1	$18K	Hold	160	–	–	0.02%	194
2017 Q4	$18K	Buy	+160	New	+$18.2K	0.02%	197

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s TIP Position: Q1 2021 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares TIPS Bond ETF (TIP) in Q1 2021, closing a stake of 8,615 shares — an estimated $1.1M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in TIP in Q4 2017 and held it in 6 quarters. The position peaked at $1.1M in Q4 2020. 1,096 funds tracked by Wall St. Rank hold TIP as of Q1 2021.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares TIPS Bond ETF position as of Q1 2021 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 8,615 iShares TIPS Bond ETF shares in Q1 2021, an estimated $1.1M.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 6 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares TIPS Bond ETF position peaked at $1.1M in Q4 2020.
1,096 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2021.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2021, filed 17 May 2021.