Willis Johnson & Associates, Inc. SUB Holdings History
Willis Johnson & Associates, Inc.'s iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Willis Johnson & Associates, Inc. held 272,187.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $28.74 Mil. This investment constitutes 2.18% of their stock portfolio, and Willis Johnson & Associates, Inc. now holds 0.31% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2020Q4. And since then Willis Johnson & Associates, Inc. has made 15 purchases of SUB, at an average price of $105.15, for a total of 292,938.00 shares. In addition, there have been 2 sales at an average price of $104.12 for 20,751.00 shares. Based on historical transaction data and SUB's current price of $106.49, Willis Johnson & Associates, Inc.'s estimated gain on his SUB holdings is $342,825.34, reflecting a 1.11% gain to date.
Willis Johnson & Associates, Inc. SUB ($106.49) Holding Chart
Willis Johnson & Associates, Inc. SUB ($106.49) 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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