Number of Shares
235,731.00
Current Holdings Value*
$25.07 Mil
% of Portfolio
1.95%
Total Estimate Gain
$562,375.34
% of Total Estimate Gain
1.61%

CAHABA WEALTH MANAGEMENT, INC.'s iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 235,731.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $25.07 Mil. This investment constitutes 1.95% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.25% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 20 purchases of SUB, at an average price of $104.57, for a total of 334,788.00 shares. In addition, there have been 9 sales at an average price of $105.62 for 99,057.00 shares. Based on historical transaction data and SUB's current price of $106.51, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his SUB holdings is $562,375.34, reflecting a 1.61% gain to date.

CAHABA WEALTH MANAGEMENT, INC. SUB ($106.51) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. SUB ($106.51) 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