Accurate Wealth Management
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Accurate Wealth Management’s Harbor Disciplined Bond ETF AGGS Stock Holding History

Accurate Wealth Management’s Portfolio AGGS Stock Details AGGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,981
Closed -$326K – 615
2026
Q1 		$326K Sell
7,981
-5,140
-39% -$212K 0.04% 402
2025
Q4 		$543K Sell
13,121
-299
-2% -$12.5K 0.07% 289
2025
Q3 		$562K Sell
13,420
-536
-4% -$22.1K 0.07% 272
2025
Q2 		$570K Sell
13,956
-382
-3% -$15.5K 0.09% 235
2025
Q1 		$577K Buy
+14,338
New +$586K 0.11% 190

Other funds holding AGGS

Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Income Research & Management
Income Research & Management Boston, Massachusetts $164M AUM 0.53% 1-Year Est. Return
Worth Financial Advisory Group
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Accurate Wealth Management's AGGS Position: Q2 2026 in Review

Accurate Wealth Management sold out of Harbor Disciplined Bond ETF (AGGS) in Q2 2026, closing a stake of 7,981 shares — an estimated $326K sold.

Accurate Wealth Management first reported a position in AGGS in Q1 2025 and held it in 5 quarters. The position peaked at $577K in Q1 2025. 9 funds tracked by Wall St. Rank hold AGGS as of Q2 2026.

  • Accurate Wealth Management reported no remaining Harbor Disciplined Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 7,981 Harbor Disciplined Bond ETF shares in Q2 2026, an estimated $326K.
  • Accurate Wealth Management first reported a position in Harbor Disciplined Bond ETF in Q1 2025 and held it in 5 quarters.
  • Accurate Wealth Management's Harbor Disciplined Bond ETF position peaked at $577K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Harbor Disciplined Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.