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Harbour Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Harbour Investments’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
Q1 		$23.3M Buy
234,392
+162,255
+225% +$16.2M 0.36% 54
2025
Q4 		$7.21M Sell
72,137
-75,431
-51% -$7.57M 0.15% 133
2025
Q3 		$14.8M Sell
147,568
-10,423
-7% -$1.03M 0.34% 55
2025
Q2 		$15.7M Buy
157,991
+25,725
+19% +$2.52M 0.4% 43
2025
Q1 		$13.1M Buy
132,266
+15,128
+13% +$1.48M 0.37% 45
2024
Q4 		$11.4M Sell
117,138
-14,902
-11% -$1.47M 0.33% 53
2024
Q3 		$13.4M Buy
132,040
+25,387
+24% +$2.53M 0.4% 41
2024
Q2 		$10.4M Buy
106,653
+4,706
+5% +$454K 0.35% 43
2024
Q1 		$9.98M Buy
101,947
+6,753
+7% +$661K 0.35% 50
2023
Q4 		$9.45M Buy
95,194
+15,623
+20% +$1.49M 0.39% 43
2023
Q3 		$7.48M Buy
79,571
+5,327
+7% +$513K 0.38% 45
2023
Q2 		$7.27M Buy
74,244
+4,273
+6% +$422K 0.36% 45
2023
Q1 		$6.97M Buy
69,971
+13,341
+24% +$1.32M 0.38% 44
2022
Q4 		$5.49M Buy
56,630
+34,071
+151% +$3.3M 0.34% 49
2022
Q3 		$2.29M Hold
22,559
– – 0.15% 122
2022
Q2 		$2.29M Buy
+22,559
New +$2.32M 0.15% 122
2021
Q4 		$2.73M Sell
23,929
-234,230
-91% -$26.8M 0.16% 124
2021
Q3 		$29.6M Buy
258,159
+3,824
+2% +$443K 0.95% 20
2021
Q2 		$29.3M Sell
254,335
-156,689
-38% -$18M 0.94% 18
2021
Q1 		$46.8M Buy
+411,024
New +$47.6M 1.68% 8

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Harbour Investments's AGG Position: Q1 2026 in Review

Harbour Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 225% in Q1 2026, buying an estimated $16.2M and bringing the position to 234,392 shares worth $23.3M. The position accounts for 0.36% of the portfolio, ranked #54.

Harbour Investments first reported a position in AGG in Q1 2021 and has held it in 20 quarters since. The position peaked at $46.8M in Q1 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Harbour Investments held 234,392 shares of iShares Core US Aggregate Bond ETF worth $23.3M as of Q1 2026.
  • Harbour Investments bought 162,255 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $16.2M.
  • iShares Core US Aggregate Bond ETF made up 0.36% of Harbour Investments's portfolio in Q1 2026, its #54 holding.
  • Harbour Investments first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Core US Aggregate Bond ETF position peaked at $46.8M in Q1 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.