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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.67M Buy
47,035
+1,070
+2% +$106K 3.58% 7
2025
Q1 		$4.55M Sell
45,965
-563
-1% -$55.7K 3.72% 7
2024
Q4 		$4.51M Buy
+46,528
New +$4.51M 3.74% 7