Kagan Cocozza Asset Management AGG Holdings History
Kagan Cocozza Asset Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 47,035.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $4.67 Mil. This investment constitutes 3.58% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 1 purchases of AGG, at an average price of $98.44, for a total of 47,598.00 shares. In addition, there have been 1 sales at an average price of $97.76 for 563.00 shares. Based on historical transaction data and AGG's current price of $97.93, Kagan Cocozza Asset Management's estimated gain on his AGG holdings is $-24,365.17, reflecting a -0.52% gain to date.
Kagan Cocozza Asset Management AGG ($97.93) Holding Chart
Kagan Cocozza Asset Management AGG ($97.93) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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