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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kagan Cocozza Asset Management's AGG Position: Q2 2026 in Review

Kagan Cocozza Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, buying an estimated $813K and bringing the position to 72,064 shares worth $7.13M. The position accounts for 4.47% of the portfolio, ranked #7.

Kagan Cocozza Asset Management first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Kagan Cocozza Asset Management held 72,064 shares of iShares Core US Aggregate Bond ETF worth $7.13M as of Q2 2026.
Kagan Cocozza Asset Management bought 8,215 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $813K.
iShares Core US Aggregate Bond ETF made up 4.47% of Kagan Cocozza Asset Management's portfolio in Q2 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 7 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.