Kagan Cocozza Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kagan Cocozza Asset Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.77M	Sell	71,598 -466	-0.6%	-$45.3K	4.19%	7
2026 Q2	$7.13M	Buy	72,064 +8,215	+13%	+$813K	4.47%	7
2026 Q1	$6.34M	Buy	63,849 +17,615	+38%	+$1.76M	4.46%	7
2025 Q4	$4.62M	Sell	46,234 -226	-0.5%	-$22.7K	3.28%	7
2025 Q3	$4.66M	Sell	46,460 -575	-1%	-$57K	3.53%	7
2025 Q2	$4.67M	Buy	47,035 +1,070	+2%	+$105K	3.58%	7
2025 Q1	$4.55M	Sell	45,965 -563	-1%	-$55K	3.72%	7
2024 Q4	$4.51M	Buy	+46,528	New	+$4.58M	3.74%	7

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Kagan Cocozza Asset Management's AGG Position: Q3 2026 in Review

Kagan Cocozza Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.65% in Q3 2026, selling an estimated $45.3K and leaving 71,598 shares worth $6.77M. The position accounts for 4.19% of the portfolio, ranked #7.

Kagan Cocozza Asset Management first reported a position in AGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.13M in Q2 2026. 684 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Kagan Cocozza Asset Management held 71,598 shares of iShares Core US Aggregate Bond ETF worth $6.77M as of Q3 2026.
Kagan Cocozza Asset Management sold 466 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $45.3K.
iShares Core US Aggregate Bond ETF made up 4.19% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #7 holding.
Kagan Cocozza Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Kagan Cocozza Asset Management's iShares Core US Aggregate Bond ETF position peaked at $7.13M in Q2 2026.
684 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.