Number of Shares
559,260.00
Current Holdings Value*
$66.07 Mil
% of Portfolio
3.23%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
0.97%

Johnson Financial Group, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Johnson Financial Group, Inc. held 559,260.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $66.07 Mil. This investment constitutes 3.23% of their stock portfolio, and Johnson Financial Group, Inc. now holds 0.41% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.

The initial trade took place in 2023Q2. And since then Johnson Financial Group, Inc. has made 4 purchases of IEI, at an average price of $116.10, for a total of 1.36 Mil shares. In addition, there have been 4 sales at an average price of $116.59 for 802,849.00 shares. Based on historical transaction data and IEI's current price of $118.13, Johnson Financial Group, Inc.'s estimated gain on his IEI holdings is $1.53 Mil, reflecting a 0.97% gain to date.

Johnson Financial Group, Inc. IEI ($118.13) Holding Chart

Johnson Financial Group, Inc. IEI ($118.13) 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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