Number of Shares
1.03 Mil
Current Holdings Value*
$23.78 Mil
% of Portfolio
3.27%
Total Estimate Gain
$-3.54 Mil
% of Total Estimate Gain
-9.93%

Johnson Bixby & Associates, LLC's iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-06-30, Johnson Bixby & Associates, LLC held 1.03 Mil shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $23.78 Mil. This investment constitutes 3.27% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 0.09% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2020Q4. And since then Johnson Bixby & Associates, LLC has made 10 purchases of GOVT, at an average price of $25.45, for a total of 1.40 Mil shares. In addition, there have been 8 sales at an average price of $23.54 for 364,681.00 shares. Based on historical transaction data and GOVT's current price of $22.71, Johnson Bixby & Associates, LLC's estimated gain on his GOVT holdings is $-3.54 Mil, reflecting a -9.93% gain to date.

Johnson Bixby & Associates, LLC GOVT ($22.71) Holding Chart

Johnson Bixby & Associates, LLC GOVT ($22.71) 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 %

Top Ranked Articles

  • 1