Cahaba Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Cahaba Wealth Management, Inc.

$1.21 Billion
Q1 2025

A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 1,553,935 shares of AGG stock, worth $154 Million. This represents 12.75% of its overall portfolio holdings.

Number of Shares

1,553,935

Previous 1,513,617 2.66%

Holding current value

$154 Million

Previous $147 Million 4.8%

% of portfolio

12.75%

Previous 12.17%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$95.85 - $99.25 $3.86 Million - $4 Million	40,318 Added 2.66%	1,553,935 $154 Million
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $4.25 Million - $4.45 Million	43,991 Added 2.99%	1,513,617 $147 Million
Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $4.73 Million - $5.01 Million	49,170 Added 3.46%	1,469,626 $149 Million
Q2 2024 Aug 05, 2024	BUY	$95.11 - $97.92 $5.15 Million - $5.3 Million	54,159 Added 3.96%	1,420,456 $138 Million
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $4.49 Million - $4.61 Million	46,420 Added 3.52%	1,366,297 $134 Million
Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $1.61 Million - $1.75 Million	17,583 Added 1.35%	1,319,877 $131 Million
Q3 2023 Oct 18, 2023	BUY	$93.85 - $98.43 $1.5 Million - $1.57 Million	15,977 Added 1.24%	1,302,294 $122 Million
Q2 2023 Jul 26, 2023	BUY	$97.49 - $100.53 $2.38 Million - $2.46 Million	24,424 Added 1.94%	1,286,317 $126 Million
Q1 2023 May 04, 2023	BUY	$96.32 - $100.79 $3.8 Million - $3.97 Million	39,411 Added 3.22%	1,261,893 $126 Million
Q4 2022 Jan 30, 2023	BUY	$93.63 - $99.69 $1.86 Million - $1.98 Million	19,849 Added 1.65%	1,222,482 $119 Million
Q3 2022 Oct 18, 2022	BUY	$95.54 - $104.23 $2.26 Million - $2.46 Million	23,637 Added 2.0%	1,202,633 $116 Million
Q2 2022 Jul 19, 2022	BUY	$99.01 - $106.84 $2.02 Million - $2.18 Million	20,406 Added 1.76%	1,178,996 $120 Million
Q1 2022 May 05, 2022	BUY	$106.1 - $113.3 $5.76 Million - $6.16 Million	54,328 Added 4.92%	1,158,590 $119 Million
Q4 2021 Feb 01, 2022	BUY	$113.45 - $115.33 $7.78 Million - $7.91 Million	68,563 Added 6.62%	1,104,262 $126 Million
Q3 2021 Oct 15, 2021	BUY	$114.77 - $116.58 $1.68 Million - $1.7 Million	14,602 Added 1.43%	1,035,699 $119 Million
Q2 2021 Aug 13, 2021	BUY	$113.78 - $115.33 $1.79 Million - $1.81 Million	15,709 Added 1.56%	1,021,097 $119 Million
Q1 2021 May 06, 2021	BUY	$113.42 - $118.04 $7.53 Million - $7.84 Million	66,384 Added 7.07%	1,005,388 $114 Million
Q4 2020 Feb 10, 2021	BUY	$117.06 - $118.42 $6.23 Million - $6.3 Million	53,218 Added 6.01%	939,004 $110 Million
Q3 2020 Oct 27, 2020	BUY	$117.95 - $119.63 $4.64 Million - $4.71 Million	39,349 Added 4.65%	885,786 $105 Million
Q2 2020 Aug 03, 2020	SELL	$114.73 - $118.21 $99,241 - $102,251	-865 Reduced 0.1%	846,437 $101 Million
Q1 2020 Apr 30, 2020	BUY	$106.57 - $117.86 $881,760 - $975,173	8,274 Added 0.99%	847,302 $97.8 Million
Q4 2019 Feb 10, 2020	BUY	$111.81 - $113.82 $3.43 Million - $3.49 Million	30,673 Added 3.79%	839,028 $94.3 Million
Q3 2019 Oct 23, 2019	BUY	$111.75 - $113.28 $3.21 Million - $3.25 Million	28,690 Added 3.68%	808,355 $91.5 Million
Q2 2019 Jul 31, 2019	BUY	N/A	52,574 Added 7.23%	779,665 $86.8 Million
Q1 2019 Apr 08, 2019	BUY	N/A	20,084 Added 2.84%	727,091 $79.3 Million
Q4 2018 Jan 14, 2019	BUY	N/A	25,096 Added 3.68%	707,007 $75.3 Million
Q3 2018 Oct 04, 2018	BUY	N/A	9,088 Added 1.35%	681,911 $71.8 Million
Q2 2018 Jul 26, 2018	BUY	N/A	23,030 Added 3.54%	672,823 $71.5 Million
Q1 2018 Apr 05, 2018	BUY	N/A	53,620 Added 8.99%	649,793 $69.5 Million
Q4 2017 Jan 24, 2018	BUY	N/A	76,930 Added 14.82%	596,173 $65.2 Million
Q3 2017 Oct 12, 2017	BUY	N/A	519,243	519,243 $56.9 Million

Others Institutions Holding AGG

# of Institutions

2,137

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

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About ISHARES CORE U.S. AGGREGATE BO

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Cahaba Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History