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Johnson Financial Group Inc (Wisconsin)’s iShares MBS ETF MBB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.7M Sell
228,370
-5,567
-2% -$532K 0.79% 18
2025
Q4 		$22.3M Buy
233,937
+10,153
+5% +$968K 0.83% 18
2025
Q3 		$21.3M Buy
223,784
+23,043
+11% +$2.16M 0.8% 18
2025
Q2 		$18.8M Buy
200,741
+13,417
+7% +$1.24M 0.85% 18
2025
Q1 		$17.6M Buy
187,324
+3,196
+2% +$296K 0.86% 15
2024
Q4 		$17M Sell
184,128
-101,542
-36% -$9.45M 0.8% 17
2024
Q3 		$27.4M Sell
285,670
-39,565
-12% -$3.74M 1.25% 15
2024
Q2 		$29.9M Sell
325,235
-209,545
-39% -$19.1M 1.45% 15
2024
Q1 		$49.4M Sell
534,780
-31,908
-6% -$2.95M 2.66% 9
2023
Q4 		$53.3M Buy
566,688
+506,636
+844% +$45.4M 2.92% 9
2023
Q3 		$5.33M Sell
60,052
-6,344
-10% -$580K 0.37% 25
2023
Q2 		$6.19M Buy
66,396
+9,620
+17% +$905K 0.43% 26
2023
Q1 		$5.38M Sell
56,776
-24,192
-30% -$2.28M 0.38% 33
2022
Q4 		$7.51M Buy
80,968
+1,657
+2% +$153K 0.6% 28
2022
Q3 		$7.19M Sell
79,311
-86,290
-52% -$8.36M 0.66% 23
2022
Q2 		$16.1M Buy
165,601
+134,298
+429% +$13.2M 1.16% 14
2022
Q1 		$3.19M Buy
31,303
+603
+2% +$62.9K 0.23% 48
2021
Q4 		$3.3M Sell
30,700
-1,178
-4% -$127K 0.21% 52
2021
Q3 		$3.45M Buy
31,878
+366
+1% +$39.7K 0.23% 45
2021
Q2 		$3.41M Buy
31,512
+278
+0.9% +$30.1K 0.22% 50
2021
Q1 		$3.39M Buy
31,234
+995
+3% +$109K 0.23% 46
2020
Q4 		$3.33M Sell
30,239
-217
-0.7% -$23.9K 0.28% 44
2020
Q3 		$3.36M Sell
30,456
-8,936
-23% -$988K 0.34% 39
2020
Q2 		$4.36M Sell
39,392
-834
-2% -$92.3K 0.47% 30
2020
Q1 		$4.44M Sell
40,226
-660
-2% -$71.8K 0.53% 28
2019
Q4 		$4.42M Buy
40,886
+4,037
+11% +$436K 0.4% 40
2019
Q3 		$3.99M Buy
36,849
+1,494
+4% +$161K 0.37% 47
2019
Q2 		$3.8M Buy
35,355
+911
+3% +$96.9K 0.34% 50
2019
Q1 		$3.66M Buy
34,444
+33
+0.1% +$3.47K 0.32% 49
2018
Q4 		$3.6M Buy
34,411
+10,145
+42% +$1.04M 0.37% 49
2018
Q3 		$2.51M Hold
24,266
– – 0.26% 67
2018
Q2 		$2.53M Hold
24,266
– – 0.28% 62
2018
Q1 		$2.54M Sell
24,266
-260
-1% -$27.3K 0.3% 68
2017
Q4 		$2.61M Hold
24,526
– – 0.32% 66
2017
Q3 		$2.63M Hold
24,526
– – 0.35% 59
2017
Q2 		$2.62M Hold
24,526
– – 0.38% 57
2017
Q1 		$2.61M Buy
24,526
+24,266
+9,333% +$2.58M 0.33% 68
2016
Q4 		$28K Sell
260
-29,120
-99% -$3.15M ﹤0.01% 466
2016
Q3 		$3.23M Buy
29,380
+29,260
+24,383% +$3.22M 0.43% 53
2016
Q2 		$13K Buy
+120
New +$13.1K ﹤0.01% 647

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TWIM
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
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Johnson Financial Group Inc (Wisconsin)'s MBB Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares MBS ETF (MBB) stake by 2.4% in Q1 2026, selling an estimated $532K and leaving 228,370 shares worth $21.7M. The position accounts for 0.79% of the portfolio, ranked #18.

Johnson Financial Group Inc (Wisconsin) first reported a position in MBB in Q2 2016 and has held it in 40 quarters since. The position peaked at $53.3M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 228,370 shares of iShares MBS ETF worth $21.7M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 5,567 iShares MBS ETF shares in Q1 2026, an estimated $532K.
  • iShares MBS ETF made up 0.79% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #18 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MBS ETF in Q2 2016 and has held it in 40 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MBS ETF position peaked at $53.3M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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