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Johnson Financial Group Inc (Wisconsin)’s iShares TIPS Bond ETF TIP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-477
Closed -$52.5K – 1098
2025
Q2 		$52.5K Buy
+477
New +$52K ﹤0.01% 453
2023
Q1 		– Sell
-1,028
Closed -$109K – 709
2022
Q4 		$109K Sell
1,028
-206
-17% -$22K 0.01% 292
2022
Q3 		$129K Buy
+1,234
New +$140K 0.01% 280
2020
Q3 		– Sell
-260
Closed -$32K – 471
2020
Q2 		$32K Hold
260
– – ﹤0.01% 297
2020
Q1 		$31K Sell
260
-600
-70% -$70.7K ﹤0.01% 319
2019
Q4 		$100K Sell
860
-138
-14% -$16K 0.01% 261
2019
Q3 		$116K Sell
998
-277
-22% -$32.2K 0.01% 266
2019
Q2 		$147K Sell
1,275
-167
-12% -$19K 0.01% 246
2019
Q1 		$163K Sell
1,442
-49
-3% -$5.43K 0.01% 230
2018
Q4 		$164K Buy
1,491
+1,161
+352% +$127K 0.02% 226
2018
Q3 		$37K Sell
330
-47
-12% -$5.25K ﹤0.01% 349
2018
Q2 		$42K Hold
377
– – ﹤0.01% 345
2018
Q1 		$42K Sell
377
-240
-39% -$27K 0.01% 352
2017
Q4 		$70K Buy
617
+117
+23% +$13.3K 0.01% 329
2017
Q3 		$57K Sell
500
-216
-30% -$24.6K 0.01% 338
2017
Q2 		$81K Sell
716
-122
-15% -$13.9K 0.01% 305
2017
Q1 		$96K Buy
838
+173
+26% +$19.7K 0.01% 333
2016
Q4 		$75K Hold
665
– – 0.01% 359
2016
Q3 		$77K Hold
665
– – 0.01% 358
2016
Q2 		$78K Buy
+665
New +$76.4K 0.01% 389
2016
Q1 		– Sell
-630
Closed -$69K – 775
2015
Q4 		$69K Buy
+630
New +$69.6K 0.01% 348
2015
Q2 		– Sell
-121
Closed -$14K – 922
2015
Q1 		$14K Buy
+121
New +$13.7K ﹤0.01% 659

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 477 shares — an estimated $52.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TIP in Q1 2015 and held it in 22 quarters. The position peaked at $164K in Q4 2018. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 477 iShares TIPS Bond ETF shares in Q3 2025, an estimated $52.5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 22 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares TIPS Bond ETF position peaked at $164K in Q4 2018.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

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