Midwest Professional Planners Ltd (MPPL)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-468	Closed	-$25K	–	279
2018 Q2	$25K	Hold	468	–	–	0.02%	178
2018 Q1	$25K	Hold	468	–	–	0.02%	172
2017 Q4	$26K	Buy	+468	New	+$26.2K	0.02%	174

Other funds holding USIG

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s USIG Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2018, closing a stake of 468 shares — an estimated $25K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in USIG in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 114 funds tracked by Wall St. Rank hold USIG as of Q3 2018.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 468 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $25K.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $26K in Q4 2017.
114 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.