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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
Q2 		$7.98M Sell
165,397
-393,620
-70% -$19M 0.26% 50
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 $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 70% in Q2 2026, selling an estimated $19M and leaving 165,397 shares worth $7.98M. The position accounts for 0.26% of the portfolio, ranked #50.

Johnson Financial Group Inc (Wisconsin) first reported a position in ISTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.1M in Q1 2026. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 165,397 shares of iShares Core 1-5 Year USD Bond ETF worth $7.98M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 393,620 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $19M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.26% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #50 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 18 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Core 1-5 Year USD Bond ETF position peaked at $27.1M in Q1 2026.
  • 397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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