Number of Shares
84,452.00
Current Holdings Value*
$8.35 Mil
% of Portfolio
0.41%
Total Estimate Gain
$453,680.53
% of Total Estimate Gain
0.64%

Johnson Financial Group, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, Johnson Financial Group, Inc. held 84,452.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.35 Mil. This investment constitutes 0.41% of their stock portfolio, and Johnson Financial Group, Inc. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2014Q1. And since then Johnson Financial Group, Inc. has made 16 purchases of AGG, at an average price of $99.21, for a total of 712,426.00 shares. In addition, there have been 18 sales at an average price of $100.02 for 627,974.00 shares. Based on historical transaction data and AGG's current price of $98.51, Johnson Financial Group, Inc.'s estimated gain on his AGG holdings is $453,680.53, reflecting a 0.64% gain to date.

Johnson Financial Group, Inc. AGG ($98.51) Holding Chart

Johnson Financial Group, Inc. AGG ($98.51) 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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