CAHABA WEALTH MANAGEMENT, INC. AGG Holdings History
CAHABA WEALTH MANAGEMENT, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 1.54 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $153.10 Mil. This investment constitutes 11.9% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.12% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 27 purchases of AGG, at an average price of $106.15, for a total of 1.55 Mil shares. In addition, there have been 2 sales at an average price of $99.41 for 11,443.00 shares. Based on historical transaction data and AGG's current price of $98.29, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his AGG holdings is $-12.21 Mil, reflecting a -7.40% gain to date.
CAHABA WEALTH MANAGEMENT, INC. AGG ($98.29) Holding Chart
CAHABA WEALTH MANAGEMENT, INC. AGG ($98.29) 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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