MPPLM
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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

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Fidelity Investments
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UBS Group
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PCA
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Charles Schwab
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Wells Fargo
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Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return