Number of Shares
322,923.00
Current Holdings Value*
$30.80 Mil
% of Portfolio
2.33%
Total Estimate Gain
$-2.05 Mil
% of Total Estimate Gain
-6.28%

Willis Johnson & Associates, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Willis Johnson & Associates, Inc. held 322,923.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $30.80 Mil. This investment constitutes 2.33% of their stock portfolio, and Willis Johnson & Associates, Inc. now holds 0.09% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2020Q4. And since then Willis Johnson & Associates, Inc. has made 16 purchases of IEF, at an average price of $100.75, for a total of 323,291.00 shares. In addition, there have been 1 sales at an average price of $110.76 for 368.00 shares. Based on historical transaction data and IEF's current price of $94.40, Willis Johnson & Associates, Inc.'s estimated gain on his IEF holdings is $-2.05 Mil, reflecting a -6.28% gain to date.

Willis Johnson & Associates, Inc. IEF ($94.40) Holding Chart

Willis Johnson & Associates, Inc. IEF ($94.40) 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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