Number of Shares
117,301.00
Current Holdings Value*
$4.70 Mil
% of Portfolio
0.65%
Total Estimate Gain
$-6.45 Mil
% of Total Estimate Gain
-13.04%

Johnson Bixby & Associates, LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary

As of 2025-06-30, Johnson Bixby & Associates, LLC held 117,301.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $4.70 Mil. This investment constitutes 0.65% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 0.12% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.

The initial trade took place in 2020Q4. And since then Johnson Bixby & Associates, LLC has made 8 purchases of TOTL, at an average price of $45.92, for a total of 1.08 Mil shares. In addition, there have been 10 sales at an average price of $39.96 for 959,513.00 shares. Based on historical transaction data and TOTL's current price of $39.68, Johnson Bixby & Associates, LLC's estimated gain on his TOTL holdings is $-6.45 Mil, reflecting a -13.04% gain to date.

Johnson Bixby & Associates, LLC TOTL ($39.68) Holding Chart

Johnson Bixby & Associates, LLC TOTL ($39.68) 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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