Number of Shares
1.54 Mil
Current Holdings Value*
$153.10 Mil
% of Portfolio
11.9%
Total Estimate Gain
$-12.21 Mil
% of Total Estimate Gain
-7.40%

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 %

Top Ranked Articles

  • 1