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iShares Lehman Aggregate Bond shares owned by Cahaba Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cahaba Wealth Management from 13F filings

Historical chart of Cahaba Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Cahaba Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cahaba Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 17k 100.25
2025-06-30 $153M 1.5M 99.20
2025-03-31 $154M 1.6M 98.92
2024-12-31 $147M 1.5M 96.90
2024-09-30 $149M 1.5M 101.27
2024-06-30 $138M 1.4M 97.07
2024-03-31 $134M 1.4M 97.94
2023-12-31 $131M 1.3M 99.25
2023-09-30 $123M 1.3M 94.04
2023-06-30 $126M 1.3M 97.95
2023-03-31 $126M 1.3M 99.64
2022-12-31 $119M 1.2M 96.99
2022-09-30 $116M 1.2M 96.34
2022-06-30 $120M 1.2M 101.68
2022-03-31 $119M 1.2M 102.87
2021-12-31 $126M 1.1M 114.08
2021-09-30 $119M 1.0M 114.83
2021-06-30 $119M 1.0M 116.46
2021-03-31 $114M 1.0M 113.83
2020-12-31 $110M 939k 117.25
2020-09-30 $105M 886k 118.06
2020-06-30 $101M 846k 119.42
2020-03-31 $98M 847k 115.37
2019-12-31 $94M 839k 112.37
2019-09-30 $92M 808k 113.17
2019-06-30 $87M 780k 111.35
2019-03-31 $79M 727k 109.07
2018-12-31 $75M 707k 106.49
2018-09-30 $72M 682k 105.24
2018-06-30 $72M 673k 106.27
2018-03-31 $70M 650k 106.90
2017-12-31 $65M 596k 109.33
2017-09-30 $57M 519k 109.59

More positions owned by Cahaba Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr National Mun Etf (MUB)
Southern Company (SO)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Cahaba Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond