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Johnson Financial Group Inc (Wisconsin)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.26K Sell
100
-1,940
-95% -$161K ﹤0.01% 653
2025
Q4 		$169K Sell
2,040
-8,800
-81% -$729K 0.01% 347
2025
Q3 		$899K Sell
10,840
-2,147
-17% -$178K 0.03% 187
2025
Q2 		$1.08M Buy
12,987
+1,847
+17% +$152K 0.05% 154
2025
Q1 		$922K Sell
11,140
-50
-0.4% -$4.11K 0.05% 158
2024
Q4 		$921K Sell
11,190
-100
-0.9% -$8.22K 0.04% 156
2024
Q3 		$939K Buy
11,290
+2,590
+30% +$214K 0.04% 164
2024
Q2 		$710K Sell
8,700
-1,000
-10% -$81.4K 0.03% 171
2024
Q1 		$793K Hold
9,700
– – 0.04% 139
2023
Q4 		$796K Buy
9,700
+1,900
+24% +$154K 0.04% 135
2023
Q3 		$632K Sell
7,800
-1,959
-20% -$159K 0.04% 151
2023
Q2 		$791K Sell
9,759
-924
-9% -$75.5K 0.05% 141
2023
Q1 		$878K Sell
10,683
-3,569
-25% -$291K 0.06% 126
2022
Q4 		$1.16M Buy
14,252
+5,062
+55% +$411K 0.09% 103
2022
Q3 		$746K Sell
9,190
-25,452
-73% -$2.09M 0.07% 127
2022
Q2 		$2.87M Buy
34,642
+20,779
+150% +$1.72M 0.21% 55
2022
Q1 		$1.16M Buy
13,863
+10,800
+353% +$913K 0.08% 120
2021
Q4 		$262K Hold
3,063
– – 0.02% 248
2021
Q3 		$264K Hold
3,063
– – 0.02% 234
2021
Q2 		$264K Buy
3,063
+607
+25% +$52.4K 0.02% 239
2021
Q1 		$212K Buy
2,456
+231
+10% +$19.9K 0.01% 261
2020
Q4 		$192K Hold
2,225
– – 0.02% 214
2020
Q3 		$192K Buy
2,225
+566
+34% +$49K 0.02% 195
2020
Q2 		$144K Buy
1,659
+402
+32% +$34.8K 0.02% 198
2020
Q1 		$109K Hold
1,257
– – 0.01% 230
2019
Q4 		$106K Hold
1,257
– – 0.01% 256
2019
Q3 		$107K Sell
1,257
-1,383
-52% -$117K 0.01% 274
2019
Q2 		$224K Sell
2,640
-658
-20% -$55.4K 0.02% 217
2019
Q1 		$277K Hold
3,298
– – 0.02% 202
2018
Q4 		$276K Buy
+3,298
New +$274K 0.03% 200
2018
Q1 		– Sell
-414
Closed -$35K – 595
2017
Q4 		$35K Buy
+414
New +$34.8K ﹤0.01% 390
2016
Q4 		– Sell
-30
Closed -$3K – 710
2016
Q3 		$3K Hold
30
– – ﹤0.01% 671
2016
Q2 		$3K Buy
+30
New +$2.55K ﹤0.01% 721

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 95% in Q1 2026, selling an estimated $161K and leaving 100 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Johnson Financial Group Inc (Wisconsin) first reported a position in SHY in Q2 2016 and has held it in 33 quarters since. The position peaked at $2.87M in Q2 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 100 shares of iShares 1-3 Year Treasury Bond ETF worth $8.26K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 1,940 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $161K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #653 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and has held it in 33 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares 1-3 Year Treasury Bond ETF position peaked at $2.87M in Q2 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 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.