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Midwest Professional Planners, LTD. Historic Quarter Change: USA ETF, Added

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Midwest Professional Planners, LTD. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Midwest Professional Planners, LTD. opened 37 positions, added to 173, reduced 86 and sold out of 32.

  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 67,850.
  • Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 84,287.
  • Q2 2026: Stock IBTH; Country of operation —; Class IBONDS 27 TRM TS; Shares before 264,689.
  • Q2 2026: Stock IWV; Country of operation —; Class RUSSELL 3000 ETF; Shares before 15,060.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730575), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT67,85072,460+4,610$44,125,507$54,111,177+$9,985,6702026-08-05
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF84,287137,108+52,821$5,691,878$10,572,373+$4,880,4952026-08-05
Q2 2026IBTH
ISHARES TR		IBONDS 27 TRM TS264,689313,050+48,361$5,936,974$7,002,925+$1,065,9512026-08-05
Q2 2026IWV
ISHARES TR		RUSSELL 3000 ETF15,06015,165+105$5,582,491$6,466,280+$883,7892026-08-05
Q2 2026IBTI
ISHARES TR		IBONDS 28 TRM TS118,833155,906+37,073$2,647,956$3,451,759+$803,8032026-08-05
Q2 2026IBTG
ISHARES TR		IBONDS 26 TRM TS364,820393,713+28,893$8,359,840$9,012,094+$652,2542026-08-05
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF22,96923,051+82$2,855,243$3,418,713+$563,4702026-08-05
Q2 2026AGG
ISHARES TR		CORE US AGGBD ET63,59868,382+4,784$6,313,404$6,768,477+$455,0732026-08-05
Q2 2026IEI
ISHARES TR		3 7 YR TREAS BD67,07571,494+4,419$7,955,120$8,397,009+$441,8892026-08-05
Q2 2026IBTJ
ISHARES TR		IBONDS 29 TRM TS57,79776,724+18,927$1,262,460$1,661,075+$398,6152026-08-05
Q2 2026SDCI
USCF ETF TR		SUMMERHAVEN K1150,516167,272+16,756$4,100,056$4,422,672+$322,6162026-08-05
Q2 2026IBTK
ISHARES TR		IBOND DEC 203010,90025,562+14,662$214,948$499,481+$284,5332026-08-05
Q2 2026MLPX
GLOBAL X FDS		GLB X MLP ENRG I28,96432,777+3,813$2,141,598$2,414,354+$272,7562026-08-05
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM31,93935,967+4,028$1,810,286$2,031,399+$221,1132026-08-05
Q2 2026QLTA
ISHARES TR		A RATE CP BD ETF78,87683,588+4,712$3,753,707$3,972,107+$218,4002026-08-05
Q2 2026IEF
ISHARES TR		7-10 YR TRSY BD20,40022,018+1,618$1,946,941$2,082,217+$135,2762026-08-05
Q2 2026SHY
ISHARES TR		1 3 YR TREAS BD23,71224,634+922$1,957,899$2,022,683+$64,7842026-08-05
Q2 2026TLH
ISHARES TR		10-20 YR TRS ETF2,7423,028+286$276,144$303,849+$27,7052026-08-05
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF1,0524,082+3,030$302,113$328,887+$26,7742026-08-05
Q2 2026FLOT
ISHARES TR		FLTG RATE NT ETF4,0444,406+362$206,061$224,907+$18,8462026-08-05

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