JFGIW
IBDP

Johnson Financial Group Inc (Wisconsin)’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,000
Closed -$125K – 977
2024
Q1 		$125K Sell
5,000
-5,500
-52% -$137K 0.01% 337
2023
Q4 		$262K Buy
+10,500
New +$260K 0.01% 267

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Johnson Financial Group Inc (Wisconsin)'s IBDP Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2024, closing a stake of 5,000 shares — an estimated $125K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IBDP in Q4 2023 and held it in 2 quarters. The position peaked at $262K in Q4 2023. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 5,000 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $125K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares iBonds Dec 2024 Term Corporate ETF position peaked at $262K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.