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Johnson Financial Group Inc (Wisconsin)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1M Sell
127,196
-467,148
-79% -$55.7M 0.55% 22
2025
Q4 		$70.9M Buy
594,344
+955
+0.2% +$114K 2.66% 6
2025
Q3 		$70.9M Buy
593,389
+41,779
+8% +$4.97M 2.66% 5
2025
Q2 		$65.7M Sell
551,610
-7,650
-1% -$902K 2.96% 5
2025
Q1 		$66.1M Sell
559,260
-46,628
-8% -$5.43M 3.23% 5
2024
Q4 		$70.4M Sell
605,888
-666,816
-52% -$77.8M 3.33% 5
2024
Q3 		$152M Sell
1,272,704
-42,626
-3% -$5.04M 6.95% 3
2024
Q2 		$152M Buy
1,315,330
+65,494
+5% +$7.51M 7.36% 3
2024
Q1 		$145M Buy
1,249,836
+70,069
+6% +$8.13M 7.79% 3
2023
Q4 		$138M Sell
1,179,767
-46,779
-4% -$5.34M 7.56% 3
2023
Q3 		$139M Buy
1,226,546
+158,852
+15% +$18.2M 9.64% 2
2023
Q2 		$123M Buy
+1,067,694
New +$125M 8.51% 2
2016
Q4 		– Sell
-40
Closed -$5K – 692
2016
Q3 		$5K Hold
40
– – ﹤0.01% 640
2016
Q2 		$5K Buy
+40
New +$5.04K ﹤0.01% 696

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AssetMark Inc
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Fidelity Investments
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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IEI Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 79% in Q1 2026, selling an estimated $55.7M and leaving 127,196 shares worth $15.1M. The position accounts for 0.55% of the portfolio, ranked #22.

Johnson Financial Group Inc (Wisconsin) first reported a position in IEI in Q2 2016 and has held it in 14 quarters since. The position peaked at $152M in Q3 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 127,196 shares of iShares 3-7 Year Treasury Bond ETF worth $15.1M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 467,148 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $55.7M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.55% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #22 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and has held it in 14 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares 3-7 Year Treasury Bond ETF position peaked at $152M in Q3 2024.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.