Johnson Bixby & Associates, LLC Sells in Q2 2025

Johnson Bixby & Associates, LLC

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-11.4K
- 52.62%
$50.48 - $50.71 $574K - $577K
10.2K $519K
CMF
Ishares California Muni Bond E

ETFs
-9.06K
- 30.57%
$54.52 - $56.7 $494K - $514K
20.6K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.2K
- 17.24%
$39.89 - $49.46 $487K - $604K
58.6K $2.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.16K
- 11.78%
$48.13 - $49.85 $152K - $157K
23.6K $1.16M
VEA
Vanguard Ftse Developed Market

ETFs
-23.1K
- 12.42%
$45.65 - $57.01 $1.06M - $1.32M
163K $9.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-922
- 16.6%
$166.82 - $194.23 $154K - $179K
4.63K $899K
VIG
Vanguard Dividend Appreciation

ETFs
-622
- 4.25%
N/A
14K $2.55M
VHT
Vanguard Health Care ETF

ETFs
-240
- 14.54%
$236.71 - $261.92 $56.8K - $62.9K
1.41K $350K
JNJ
Johnson & Johnson

Healthcare
-42
- 0.7%
$146.36 - $159.82 $6.15K - $6.71K
5.92K $904K
PG
Procter & Gamble CO

Consumer Defensive
-278
- 7.47%
$157.66 - $172.39 $43.8K - $47.9K
3.45K $549K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.83K
- 6.05%
$40.82 - $43.14 $74.5K - $78.8K
28.3K $1.22M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.79K
- 8.09%
$24.94 - $25.42 $44.6K - $45.5K
20.3K $516K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.88K
- 12.07%
$22.7 - $23.33 $42.6K - $43.7K
13.7K $318K
GLD
Spdr Gold Trust

ETFs
-370
- 7.27%
$273.71 - $316.29 $101K - $117K
4.72K $1.44M
KO
Coca Cola CO

Consumer Defensive
-259
- 4.06%
$68.37 - $73.9 $17.7K - $19.1K
6.12K $433K
EUSB
Ishares Tr Esg Advanced Total

Technology
-668
- 2.17%
$42.54 - $43.56 $28.4K - $29.1K
30.1K $1.31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-344
- 5.56%
$51.14 - $57.0 $17.6K - $19.6K
5.84K $332K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-927
- 6.56%
$36.02 - $41.92 $33.4K - $38.9K
13.2K $553K
PFE
Pfizer Inc

Healthcare
-25
- 0.25%
$21.59 - $24.84 $540 - $621
9.86K $239K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-543
- 11.29%
$60.34 - $74.89 $32.8K - $40.7K
4.27K $319K
Capital Group Core Balanced
-1.24K
- 0.59%
N/A
207K $0
ICLN
Ishares

ETFs
-1.04K
- 8.99%
$10.56 - $13.31 $10.9K - $13.8K
10.5K $137K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-122
- 2.75%
$90.56 - $109.49 $11K - $13.4K
4.31K $471K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-60
- 1.65%
$83.8 - $101.39 $5.03K - $6.08K
3.57K $361K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.49K
- 7.62%
$24.38 - $30.18 $85.1K - $105K
42.3K $1.28M
SAP
Sap Se

Technology
-50
- 5.56%
$237.53 - $309.8 $11.9K - $15.5K
850 $258K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-127
- 1.35%
$51.16 - $62.02 $6.5K - $7.88K
9.29K $576K
SPY
Spdr S&P 500 ETF Trust

ETFs
-47
- 3.83%
$496.48 - $617.85 $23.3K - $29K
1.18K $729K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-145
- 2.93%
$91.62 - $116.16 $13.3K - $16.8K
4.81K $558K
FNDX
Schwab Fundamental U S Large C

ETFs
-735
- 0.81%
$20.84 - $24.54 $15.3K - $18K
90.5K $2.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-175
- 2.03%
$152.42 - $182.82 $26.7K - $32K
8.46K $1.55M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-94
- 0.65%
$52.84 - $65.52 $4.97K - $6.16K
14.5K $948K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-734
- 4.25%
$86.93 - $109.64 $63.8K - $80.5K
16.5K $1.81M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-72
- 0.32%
$75.29 - $91.16 $5.42K - $6.56K
22.6K $2.03M
VB
Vanguard Small Cap ETF

ETFs
-1.64K
- 4.56%
$193.73 - $237.37 $317K - $388K
34.2K $8.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-782
- 2.1%
$152.93 - $181.74 $120K - $142K
36.5K $6.63M
FNDA
Schwab Fundamental U S Small C

ETFs
-4.55K
- 1.84%
$23.85 - $28.69 $109K - $131K
243K $6.96M
META
Meta Platforms, Inc.

Communication Services
-277
- 11.52%
$484.66 - $738.09 $134K - $204K
2.13K $1.57M
VO
Vanguard Mid Cap ETF

ETFs
-1.38K
- 4.71%
$228.54 - $279.83 $315K - $385K
27.9K $7.8M
VTI
Vanguard Total Stock Market Et

ETFs
-76
- 0.79%
$243.75 - $303.93 $18.5K - $23.1K
9.49K $2.88M
CGGO
Capital Group Global Growth Eq

ETFs
-5.81K
- 2.66%
$25.31 - $32.17 $147K - $187K
213K $6.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-43
- 0.08%
$376.48 - $440.65 $16.2K - $18.9K
52.5K $23.1M
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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