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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kagan Cocozza Asset Management's AGG Position: Q1 2026 in Review

Kagan Cocozza Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 38% in Q1 2026, buying an estimated $1.76M and bringing the position to 63,849 shares worth $6.34M. The position accounts for 4.46% of the portfolio, ranked #7.

Kagan Cocozza Asset Management first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Kagan Cocozza Asset Management held 63,849 shares of iShares Core US Aggregate Bond ETF worth $6.34M as of Q1 2026.
Kagan Cocozza Asset Management bought 17,615 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.76M.
iShares Core US Aggregate Bond ETF made up 4.46% of Kagan Cocozza Asset Management's portfolio in Q1 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 6 quarters since.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.