JFGIW
STIP icon

Johnson Financial Group Inc (Wisconsin)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-217
Closed -$22.3K – 1096
2025
Q2 		$22.3K Buy
+217
New +$22.3K ﹤0.01% 539
2023
Q4 		– Sell
-316
Closed -$30.6K – 987
2023
Q3 		$30.6K Buy
+316
New +$30.7K ﹤0.01% 442

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s STIP Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 217 shares — an estimated $22.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in STIP in Q3 2023 and held it in 2 quarters. The position peaked at $30.6K in Q3 2023. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 217 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $22.3K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares 0-5 Year TIPS Bond ETF position peaked at $30.6K in Q3 2023.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.