Number of Shares
951,285.00
Current Holdings Value*
$46.28 Mil
% of Portfolio
3.6%
Total Estimate Gain
$782,713.78
% of Total Estimate Gain
1.65%

CAHABA WEALTH MANAGEMENT, INC.'s iShares Core 1-5 Year USD Bond ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 951,285.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $46.28 Mil. This investment constitutes 3.6% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 1.04% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.

The initial trade took place in 2019Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 19 purchases of ISTB, at an average price of $47.77, for a total of 990,100.00 shares. In addition, there have been 6 sales at an average price of $50.03 for 38,815.00 shares. Based on historical transaction data and ISTB's current price of $48.50, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his ISTB holdings is $782,713.78, reflecting a 1.65% gain to date.

CAHABA WEALTH MANAGEMENT, INC. ISTB ($48.50) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. ISTB ($48.50) 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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