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Johnson Financial Group Inc (Wisconsin)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.1M Buy
559,017
+42,751
+8% +$2.08M 0.98% 15
2025
Q4 		$25.2M Buy
516,266
+55,318
+12% +$2.7M 0.94% 17
2025
Q3 		$22.5M Buy
460,948
+51,171
+12% +$2.49M 0.84% 17
2025
Q2 		$19.9M Buy
409,777
+68,169
+20% +$3.29M 0.9% 16
2025
Q1 		$16.5M Buy
341,608
+8,164
+2% +$392K 0.81% 18
2024
Q4 		$16M Sell
333,444
-66,098
-17% -$3.17M 0.76% 18
2024
Q3 		$19.4M Buy
399,542
+16,336
+4% +$786K 0.89% 20
2024
Q2 		$18.2M Buy
383,206
+119,195
+45% +$5.62M 0.88% 19
2024
Q1 		$12.5M Buy
264,011
+226,501
+604% +$10.7M 0.67% 24
2023
Q4 		$1.78M Sell
37,510
-62,168
-62% -$2.9M 0.1% 76
2023
Q3 		$4.62M Buy
99,678
+6,843
+7% +$318K 0.32% 34
2023
Q2 		$4.33M Buy
92,835
+16,515
+22% +$776K 0.3% 43
2023
Q1 		$3.6M Buy
76,320
+9,491
+14% +$444K 0.26% 46
2022
Q4 		$3.1M Buy
66,829
+1,915
+3% +$88.6K 0.25% 48
2022
Q3 		$2.99M Sell
64,914
-4,292
-6% -$203K 0.28% 47
2022
Q2 		$3.28M Buy
69,206
+25,957
+60% +$1.24M 0.24% 51
2022
Q1 		$2.1M Buy
+43,249
New +$2.14M 0.15% 70

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8.3% in Q1 2026, buying an estimated $2.08M and bringing the position to 559,017 shares worth $27.1M. The position accounts for 0.98% of the portfolio, ranked #15.

Johnson Financial Group Inc (Wisconsin) first reported a position in ISTB in Q1 2022 and has held it in 17 quarters since. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 559,017 shares of iShares Core 1-5 Year USD Bond ETF worth $27.1M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 42,751 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $2.08M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.98% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #15 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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