JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
2,962
-500
| -14% | -$26.4K | 0.01% | 333 |
|
|
2025
Q1 | $181K | Sell |
3,462
-565
| -14% | -$29.6K | 0.01% | 369 |
|
|
2024
Q4 | $209K | Buy |
4,027
+667
| +20% | +$34.7K | 0.01% | 296 |
|
|
2024
Q3 | $177K | Buy |
3,360
+3,199
| +1,987% | +$168K | 0.01% | 373 |
|
|
2024
Q2 | $8.25K | Buy |
+161
| New | +$8.25K | ﹤0.01% | 591 |
|
|
2023
Q1 | – | Sell |
-2,630
| Closed | -$131K | – | 665 |
|
|
2022
Q4 | $131K | Sell |
2,630
-941
| -26% | -$46.9K | 0.01% | 282 |
|
|
2022
Q3 | $176K | Buy |
+3,571
| New | +$176K | 0.02% | 254 |
|
|
2021
Q3 | – | Sell |
-6,807
| Closed | -$373K | – | 767 |
|
|
2021
Q2 | $373K | Buy |
6,807
+83
| +1% | +$4.55K | 0.02% | 210 |
|
|
2021
Q1 | $368K | Buy |
+6,724
| New | +$368K | 0.02% | 208 |
|
|
2020
Q4 | – | Sell |
-13,364
| Closed | -$734K | – | 507 |
|
|
2020
Q3 | $734K | Hold |
13,364
| – | – | 0.08% | 111 |
|
|
2020
Q2 | $731K | Sell |
13,364
-5,936
| -31% | -$325K | 0.08% | 103 |
|
|
2020
Q1 | $1.01M | Buy |
19,300
+5,936
| +44% | +$311K | 0.12% | 87 |
|
|
2019
Q4 | $717K | Hold |
13,364
| – | – | 0.06% | 124 |
|
|
2019
Q3 | $717K | Hold |
13,364
| – | – | 0.07% | 143 |
|
|
2019
Q2 | $714K | Hold |
13,364
| – | – | 0.06% | 143 |
|
|
2019
Q1 | $706K | Sell |
13,364
-2,959
| -18% | -$156K | 0.06% | 141 |
|
|
2018
Q4 | $843K | Buy |
16,323
+1,275
| +8% | +$65.8K | 0.09% | 132 |
|
|
2018
Q3 | $780K | Buy |
15,048
+7,951
| +112% | +$412K | 0.08% | 142 |
|
|
2018
Q2 | $736K | Hold |
7,097
| – | – | 0.08% | 137 |
|
|
2018
Q1 | $737K | Buy |
7,097
+415
| +6% | +$43.1K | 0.09% | 137 |
|
|
2017
Q4 | $699K | Hold |
6,682
| – | – | 0.09% | 145 |
|
|
2017
Q3 | $704K | Sell |
6,682
-349
| -5% | -$36.8K | 0.09% | 140 |
|
|
2017
Q2 | $740K | Sell |
7,031
-6,000
| -46% | -$631K | 0.11% | 139 |
|
|
2017
Q1 | $1.37M | Buy |
13,031
+349
| +3% | +$36.7K | 0.17% | 122 |
|
|
2016
Q4 | $1.33M | Sell |
12,682
-140
| -1% | -$14.7K | 0.18% | 122 |
|
|
2016
Q3 | $1.36M | Hold |
12,822
| – | – | 0.18% | 116 |
|
|
2016
Q2 | $1.36M | Buy |
12,822
+140
| +1% | +$14.8K | 0.19% | 114 |
|
|
2016
Q1 | $1.34M | Buy |
12,682
+2,682
| +27% | +$283K | 0.27% | 87 |
|
|
2015
Q4 | $1.05M | Buy |
+10,000
| New | +$1.05M | 0.22% | 102 |
|
|
2015
Q2 | – | Sell |
-805
| Closed | -$85K | – | 905 |
|
|
2015
Q1 | $85K | Sell |
805
-130
| -14% | -$13.7K | 0.02% | 413 |
|
|
2014
Q4 | $98K | Buy |
+935
| New | +$98K | 0.02% | 363 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$32K | – | 717 |
|
|
2013
Q4 | $32K | Buy |
+300
| New | +$32K | 0.01% | 450 |
|