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Johnson Financial Group Inc (Wisconsin)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.9K Hold
591
– – ﹤0.01% 460
2026
Q1 		$56.4K Buy
+591
New +$56.9K ﹤0.01% 464
2025
Q3 		– Sell
-237
Closed -$22.7K – 1079
2025
Q2 		$22.7K Buy
237
+127
+115% +$12K ﹤0.01% 536
2025
Q1 		$10.5K Sell
110
-450
-80% -$42.1K ﹤0.01% 760
2024
Q4 		$52.1K Sell
560
-7,396
-93% -$699K ﹤0.01% 488
2024
Q3 		$781K Sell
7,956
-18,841
-70% -$1.82M 0.04% 179
2024
Q2 		$2.51M Buy
26,797
+130
+0.5% +$12.1K 0.12% 97
2024
Q1 		$2.52M Sell
26,667
-1,573
-6% -$149K 0.14% 65
2023
Q4 		$2.72M Buy
28,240
+996
+4% +$92.1K 0.15% 60
2023
Q3 		$2.5M Sell
27,244
-35,360
-56% -$3.34M 0.17% 60
2023
Q2 		$6.05M Sell
62,604
-878,897
-93% -$86.4M 0.42% 27
2023
Q1 		$93.3M Buy
941,501
+256,358
+37% +$25.1M 6.65% 5
2022
Q4 		$65.6M Buy
685,143
+41,445
+6% +$3.98M 5.2% 4
2022
Q3 		$61M Buy
643,698
+43,508
+7% +$4.41M 5.63% 5
2022
Q2 		$61.4M Buy
600,190
+599,649
+110,841% +$61.5M 4.4% 5
2022
Q1 		$58K Hold
541
– – ﹤0.01% 419
2021
Q4 		$62K Hold
541
– – ﹤0.01% 419
2021
Q3 		$62K Hold
541
– – ﹤0.01% 374
2021
Q2 		$62K Hold
541
– – ﹤0.01% 383
2021
Q1 		$61K Buy
+541
New +$63K ﹤0.01% 378
2016
Q4 		– Sell
-60
Closed -$7K – 691
2016
Q3 		$7K Hold
60
– – ﹤0.01% 617
2016
Q2 		$7K Buy
+60
New +$6.63K ﹤0.01% 681

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 591 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Johnson Financial Group Inc (Wisconsin) first reported a position in IEF in Q2 2016 and has held it in 22 quarters since. The position peaked at $93.3M in Q1 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 591 shares of iShares 7-10 Year Treasury Bond ETF worth $55.9K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #460 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 22 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares 7-10 Year Treasury Bond ETF position peaked at $93.3M in Q1 2023.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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