JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
12,987
+1,847
| +17% | +$153K | 0.05% | 154 |
|
|
2025
Q1 | $922K | Sell |
11,140
-50
| -0.4% | -$4.14K | 0.05% | 158 |
|
|
2024
Q4 | $921K | Sell |
11,190
-100
| -0.9% | -$8.23K | 0.04% | 156 |
|
|
2024
Q3 | $939K | Buy |
11,290
+2,590
| +30% | +$215K | 0.04% | 164 |
|
|
2024
Q2 | $710K | Sell |
8,700
-1,000
| -10% | -$81.7K | 0.03% | 171 |
|
|
2024
Q1 | $793K | Hold |
9,700
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $796K | Buy |
9,700
+1,900
| +24% | +$156K | 0.04% | 135 |
|
|
2023
Q3 | $632K | Sell |
7,800
-1,959
| -20% | -$159K | 0.04% | 151 |
|
|
2023
Q2 | $791K | Sell |
9,759
-924
| -9% | -$74.9K | 0.05% | 141 |
|
|
2023
Q1 | $878K | Sell |
10,683
-3,569
| -25% | -$293K | 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% | -$2.07M | 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% | +$900K | 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% | +$52.3K | 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% | +$48.8K | 0.02% | 195 |
|
|
2020
Q2 | $144K | Buy |
1,659
+402
| +32% | +$34.9K | 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% | -$118K | 0.01% | 274 |
|
|
2019
Q2 | $224K | Sell |
2,640
-658
| -20% | -$55.8K | 0.02% | 217 |
|
|
2019
Q1 | $277K | Hold |
3,298
| – | – | 0.02% | 202 |
|
|
2018
Q4 | $276K | Buy |
+3,298
| New | +$276K | 0.03% | 200 |
|
|
2018
Q1 | – | Sell |
-414
| Closed | -$35K | – | 595 |
|
|
2017
Q4 | $35K | Buy |
+414
| New | +$35K | ﹤0.01% | 390 |
|
|
2016
Q4 | – | Sell |
-30
| Closed | -$3K | – | 710 |
|
|
2016
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 671 |
|
|
2016
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 721 |
|