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iShares Lehman Aggregate Bond shares owned by Kagan Cocozza Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Kagan Cocozza Asset Management from 13F filings

Historical chart of Kagan Cocozza Asset Management investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Kagan Cocozza Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kagan Cocozza Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 47k 100.25
2025-06-30 $4.7M 47k 99.20
2025-03-31 $4.5M 46k 98.92
2024-12-31 $4.5M 47k 96.90

More positions owned by Kagan Cocozza Asset Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)

View all positions for Kagan Cocozza Asset Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond