Kagan Cocozza Asset Management Ishares Core U.S. Aggregate Bo Transaction History

Kagan Cocozza Asset Management

$130 Billion
Q2 2025

A detailed history of Kagan Cocozza Asset Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 47,035 shares of AGG stock, worth $4.67 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares

47,035

Previous 45,965 2.33%

Holding current value

$4.67 Million

Previous $4.55 Billion 2.62%

% of portfolio

3.58%

Previous 3.72%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$96.84 - $99.46 $103,618 - $106,422	1,070 Added 2.33%	47,035 $4.67 Billion
Q1 2025 May 08, 2025	SELL	$95.85 - $99.25 $53,963 - $55,877	-563 Reduced 1.21%	45,965 $4.55 Billion
Q4 2024 Apr 11, 2025	BUY	$96.64 - $101.23 $4.5 Million - $4.71 Million	46,528 New	46,528 $4.51 Billion

Others Institutions Holding AGG

# of Institutions

2,170

Shares Held

1.3B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Kagan Cocozza Asset Management Ishares Core U.S. Aggregate Bo Transaction History