Harbor Investment Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Harbor Investment Advisory’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Buy	131 +41	+46%	+$4.06K	﹤0.01%	1016
2026 Q1	$8.93K	Sell	90 -222	-71%	-$22.2K	﹤0.01%	925
2025 Q4	$31.2K	Sell	312 -446	-59%	-$44.8K	﹤0.01%	739
2025 Q3	$76K	Buy	758 +191	+34%	+$18.9K	0.01%	558
2025 Q2	$56.2K	Hold	567	–	–	0.01%	602
2025 Q1	$56.1K	Hold	567	–	–	0.01%	584
2024 Q4	$54.9K	Sell	567 -38	-6%	-$3.74K	0.01%	583
2024 Q3	$61.3K	Hold	605	–	–	0.01%	557
2024 Q2	$58.7K	Buy	605 +213	+54%	+$20.6K	0.01%	554
2024 Q1	$38.4K	Sell	392 -3,075	-89%	-$301K	﹤0.01%	633
2023 Q4	$344K	Buy	3,467 +2,535	+272%	+$241K	0.04%	259
2023 Q3	$87.6K	Sell	932 -20,451	-96%	-$1.97M	0.01%	422
2023 Q2	$2.09M	Buy	21,383 +794	+4%	+$78.5K	0.29%	70
2023 Q1	$2.05M	Buy	20,589 +2	+0%	+$198	0.31%	68
2022 Q4	$2M	Buy	20,587 +20,451	+15,038%	+$1.98M	0.31%	71
2022 Q3	$13K	Hold	136	–	–	﹤0.01%	989
2022 Q2	$14K	Hold	136	–	–	﹤0.01%	962
2022 Q1	$15K	Buy	+136	New	+$15K	﹤0.01%	981
2021 Q1	–	Sell	-2	Closed	–	–	1248
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1192
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1124
2020 Q2	$0	Hold	2	–	–	﹤0.01%	1151
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1014
2019 Q4	$0	Buy	+2	New	+$225	﹤0.01%	846

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harbor Investment Advisory's AGG Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 46% in Q2 2026, buying an estimated $4.06K and bringing the position to 131 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Harbor Investment Advisory first reported a position in AGG in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.09M in Q2 2023. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Harbor Investment Advisory held 131 shares of iShares Core US Aggregate Bond ETF worth $13K as of Q2 2026.
Harbor Investment Advisory bought 41 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.06K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1016 holding.
Harbor Investment Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 23 quarters since.
Harbor Investment Advisory's iShares Core US Aggregate Bond ETF position peaked at $2.09M in Q2 2023.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.