MPPLM
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Midwest Professional Planners Ltd (MPPL)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,806
Closed -$1.9M – 127
2021
Q4 		$1.9M Buy
12,806
+1,193
+10% +$176K 0.92% 33
2021
Q3 		$1.68M Buy
+11,613
New +$1.72M 0.89% 32
2019
Q3 		– Sell
-3,742
Closed -$497K – 100
2019
Q2 		$497K Buy
+3,742
New +$475K 0.46% 53
2018
Q3 		– Sell
-82
Closed -$10K – 271
2018
Q2 		$10K Buy
82
+25
+44% +$2.99K 0.01% 233
2018
Q1 		$7K Buy
57
+15
+36% +$1.81K 0.01% 251
2017
Q4 		$5K Buy
+42
New +$5.27K ﹤0.01% 288

Other funds holding TLT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return