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Johnson Financial Group Inc (Wisconsin)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Sell
3,195
-686
-18% -$58.9K 0.01% 286
2026
Q1 		$336K Sell
3,881
-3,612
-48% -$318K 0.01% 263
2025
Q4 		$653K Buy
7,493
+185
+3% +$16.5K 0.02% 209
2025
Q3 		$653K Sell
7,308
-515
-7% -$45K 0.02% 219
2025
Q2 		$690K Sell
7,823
-1,875
-19% -$163K 0.03% 186
2025
Q1 		$883K Buy
9,698
+1,313
+16% +$117K 0.04% 161
2024
Q4 		$736K Buy
8,385
+2,396
+40% +$221K 0.03% 171
2024
Q3 		$588K Buy
5,989
+5,946
+13,828% +$573K 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% -$5.54K ﹤0.01% 546
2022
Q3 		$10K Buy
98
+55
+128% +$6.19K ﹤0.01% 499
2022
Q2 		$5K Sell
43
-43
-50% -$5.06K ﹤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% -$25.7K ﹤0.01% 540
2021
Q2 		$37K Hold
259
– – ﹤0.01% 453
2021
Q1 		$35K Buy
+259
New +$37.5K ﹤0.01% 453
2020
Q2 		– Sell
-150
Closed -$25K – 491
2020
Q1 		$25K Buy
+150
New +$22.4K ﹤0.01% 334

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 TLT Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, selling an estimated $58.9K and leaving 3,195 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #286.

Johnson Financial Group Inc (Wisconsin) first reported a position in TLT in Q1 2020 and has held it in 23 quarters since. The position peaked at $883K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,195 shares of iShares 20+ Year Treasury Bond ETF worth $276K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 686 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $58.9K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #286 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares 20+ Year Treasury Bond ETF position peaked at $883K in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.