JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
7,823
-1,875
| -19% | -$165K | 0.03% | 186 |
|
|
2025
Q1 | $883K | Buy |
9,698
+1,313
| +16% | +$120K | 0.04% | 161 |
|
|
2024
Q4 | $736K | Buy |
8,385
+2,396
| +40% | +$210K | 0.03% | 171 |
|
|
2024
Q3 | $588K | Buy |
5,989
+5,946
| +13,828% | +$583K | 0.03% | 216 |
|
|
2024
Q2 | $3.95K | Hold |
43
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $4.07K | Hold |
43
| – | – | ﹤0.01% | 605 |
|
|
2023
Q4 | $4.25K | Hold |
43
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $3.81K | Hold |
43
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $4.43K | Hold |
43
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $4.57K | Hold |
43
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $4.28K | Sell |
43
-55
| -56% | -$5.48K | ﹤0.01% | 546 |
|
|
2022
Q3 | $10K | Buy |
98
+55
| +128% | +$5.61K | ﹤0.01% | 498 |
|
|
2022
Q2 | $5K | Sell |
43
-43
| -50% | -$5K | ﹤0.01% | 576 |
|
|
2022
Q1 | $11K | Hold |
86
| – | – | ﹤0.01% | 577 |
|
|
2021
Q4 | $13K | Hold |
86
| – | – | ﹤0.01% | 600 |
|
|
2021
Q3 | $12K | Sell |
86
-173
| -67% | -$24.1K | ﹤0.01% | 540 |
|
|
2021
Q2 | $37K | Hold |
259
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $35K | Buy |
+259
| New | +$35K | ﹤0.01% | 453 |
|
|
2020
Q2 | – | Sell |
-150
| Closed | -$25K | – | 491 |
|
|
2020
Q1 | $25K | Buy |
+150
| New | +$25K | ﹤0.01% | 334 |
|