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

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	–	926
2015 Q1	$14K	Buy	+121	New	+$13.7K	﹤0.01%	659