JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.7K | Buy |
237
+127
| +115% | +$12.2K | ﹤0.01% | 536 |
|
2025
Q1 | $10.5K | Sell |
110
-450
| -80% | -$42.9K | ﹤0.01% | 760 |
|
2024
Q4 | $52.1K | Sell |
560
-7,396
| -93% | -$688K | ﹤0.01% | 488 |
|
2024
Q3 | $781K | Sell |
7,956
-18,841
| -70% | -$1.85M | 0.04% | 179 |
|
2024
Q2 | $2.51M | Buy |
26,797
+130
| +0.5% | +$12.2K | 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% | +$96K | 0.15% | 60 |
|
2023
Q3 | $2.5M | Sell |
27,244
-35,360
| -56% | -$3.24M | 0.17% | 60 |
|
2023
Q2 | $6.05M | Sell |
62,604
-878,897
| -93% | -$84.9M | 0.42% | 27 |
|
2023
Q1 | $93.3M | Buy |
941,501
+256,358
| +37% | +$25.4M | 6.65% | 5 |
|
2022
Q4 | $65.6M | Buy |
685,143
+41,445
| +6% | +$3.97M | 5.2% | 4 |
|
2022
Q3 | $61M | Buy |
643,698
+43,508
| +7% | +$4.12M | 5.63% | 5 |
|
2022
Q2 | $61.4M | Buy |
600,190
+599,649
| +110,841% | +$61.3M | 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 | +$61K | ﹤0.01% | 378 |
|
2016
Q4 | – | Sell |
-60
| Closed | -$7K | – | 691 |
|
2016
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 617 |
|
2016
Q2 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 681 |
|