Number of Shares
158,634.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
2.45%
Total Estimate Gain
$24,707.90
% of Total Estimate Gain
0.30%

Johanson Financial Advisors, Inc.'s iShares Ultra Short Duration Bond Active ETF Holding Summary

As of 2021-12-31, Johanson Financial Advisors, Inc. held 158,634.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $7.99 Mil. This investment constitutes 2.45% of their stock portfolio, and Johanson Financial Advisors, Inc. now holds 0.13% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.

The initial trade took place in 2021Q2. And since then Johanson Financial Advisors, Inc. has made 2 purchases of ICSH, at an average price of $50.46, for a total of 161,355.00 shares. In addition, there have been 1 sales at an average price of $50.47 for 2,721.00 shares. Based on historical transaction data and ICSH's current price of $50.62, Johanson Financial Advisors, Inc.'s estimated gain on his ICSH holdings is $24,707.90, reflecting a 0.30% gain to date.

Johanson Financial Advisors, Inc. ICSH ($50.62) Holding Chart

Johanson Financial Advisors, Inc. ICSH ($50.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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