Kagan Cocozza Asset Management MUB Holdings History
Kagan Cocozza Asset Management's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 6,862.00 shares of iShares National Muni Bond ETF(MUB), totaling $716,940.00. This investment constitutes 0.55% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 2 purchases of MUB, at an average price of $107.16, for a total of 6,862.00 shares. Based on historical transaction data and MUB's current price of $103.26, Kagan Cocozza Asset Management's estimated gain on his MUB holdings is $-26,775.70, reflecting a -3.64% gain to date.
Kagan Cocozza Asset Management MUB ($103.26) Holding Chart
Kagan Cocozza Asset Management MUB ($103.26) 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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