JFGIW
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Johnson Financial Group Inc (Wisconsin)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.41K Buy
+35
New +$2.4K ﹤0.01% 757
2025
Q4 		– Sell
-68
Closed -$4.82K – 945
2025
Q3 		$4.82K Buy
+68
New +$4.72K ﹤0.01% 851
2024
Q1 		– Sell
-1,904
Closed -$142K – 799
2023
Q4 		$142K Buy
+1,904
New +$130K 0.01% 332
2017
Q4 		– Sell
-8,000
Closed -$750K – 594
2017
Q3 		$750K Hold
8,000
– – 0.1% 134
2017
Q2 		$745K Hold
8,000
– – 0.11% 137
2017
Q1 		$720K Sell
8,000
-2,000
-20% -$179K 0.09% 177
2016
Q4 		$891K Hold
10,000
– – 0.12% 158
2016
Q3 		$986K Buy
10,000
+6,000
+150% +$594K 0.13% 143
2016
Q2 		$392K Buy
4,000
+2,900
+264% +$274K 0.05% 218
2016
Q1 		$102K Buy
+1,100
New +$98.8K 0.02% 306
2015
Q4 		– Sell
-3,737
Closed -$334K – 785
2015
Q3 		$334K Buy
3,737
+1,500
+67% +$133K 0.07% 198
2015
Q2 		$196K Hold
2,237
– – 0.04% 254
2015
Q1 		$215K Hold
2,237
– – 0.05% 257
2014
Q4 		$211K Hold
2,237
– – 0.05% 239
2014
Q3 		$202K Buy
2,237
+1,118
+100% +$101K 0.05% 220
2014
Q2 		$101K Sell
1,119
-3,000
-73% -$265K 0.03% 345
2014
Q1 		$357K Sell
4,119
-13,000
-76% -$1.1M 0.1% 159
2013
Q4 		$1.4M Buy
+17,119
New +$1.42M 0.4% 59

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KIM
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ETC
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Bank of New York Mellon
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BLV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 35 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in BLV as recently as Q3 2025.

Johnson Financial Group Inc (Wisconsin) first reported a position in BLV in Q4 2013 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2013. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 35 shares of Vanguard Long-Term Bond ETF worth $2.41K as of Q2 2026.
  • Vanguard Long-Term Bond ETF was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #757 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Long-Term Bond ETF in Q4 2013 and has held it in 18 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Vanguard Long-Term Bond ETF position peaked at $1.4M in Q4 2013.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.