Cahill Wealth Management, LLC / AGG
Cahill Wealth Management, LLC’s Ishares Tr Position
Does Cahill Wealth Management, LLC own Ishares Tr (AGG)? Yes — 26.9K shares worth $3M (+1.35% of its 13F portfolio) as of Q1 2025, up from 26.7K shares the prior filed quarter.
Position Value
$3M
Q1 2025
Shares
26.9K
% of Portfolio
+1.35%
Quarters Held
13
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 26.9K | $3M | +1.35% |
| Q4 2024 | 26.7K | $3M | +1.32% |
| Q3 2024 | 27.0K | $3M | +1.41% |
| Q2 2024 | 30.2K | $3M | +1.75% |
| Q1 2024 | 29.1K | $3M | +1.66% |
| Q4 2023 | 30.6K | $3M | +2.04% |
| Q3 2023 | 27.1K | $3M | +1.95% |
| Q2 2023 | 27.6K | $3M | +1.86% |
| Q1 2023 | 24.6K | $2M | +1.81% |
| Q4 2022 | 23.6K | $2M | +1.69% |
| Q3 2022 | 36.3K | $3M | +3.12% |
| Q2 2022 | 37.1K | $4M | +3.19% |
| Q1 2022 | 37.4K | $4M | +2.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cahill Wealth Management, LLC’s full portfolio or all institutional holders of AGG.