Johnson Financial Group Inc (Wisconsin)’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Buy |
+477
| New | +$52.5K | ﹤0.01% | 453 |
|
|
2023
Q1 | – | Sell |
-1,028
| Closed | -$109K | – | 709 |
|
|
2022
Q4 | $109K | Sell |
1,028
-206
| -17% | -$21.9K | 0.01% | 292 |
|
|
2022
Q3 | $129K | Buy |
+1,234
| New | +$129K | 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% | -$71.5K | ﹤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% | -$19.3K | 0.01% | 246 |
|
|
2019
Q1 | $163K | Sell |
1,442
-49
| -3% | -$5.54K | 0.01% | 230 |
|
|
2018
Q4 | $164K | Buy |
1,491
+1,161
| +352% | +$128K | 0.02% | 226 |
|
|
2018
Q3 | $37K | Sell |
330
-47
| -12% | -$5.27K | ﹤0.01% | 349 |
|
|
2018
Q2 | $42K | Hold |
377
| – | – | ﹤0.01% | 345 |
|
|
2018
Q1 | $42K | Sell |
377
-240
| -39% | -$26.7K | 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% | -$13.8K | 0.01% | 305 |
|
|
2017
Q1 | $96K | Buy |
838
+173
| +26% | +$19.8K | 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 | +$78K | 0.01% | 389 |
|
|
2016
Q1 | – | Sell |
-630
| Closed | -$69K | – | 775 |
|
|
2015
Q4 | $69K | Buy |
+630
| New | +$69K | 0.01% | 348 |
|
|
2015
Q2 | – | Sell |
-121
| Closed | -$14K | – | 926 |
|
|
2015
Q1 | $14K | Buy |
+121
| New | +$14K | ﹤0.01% | 659 |
|