Harbour Investments’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Harbour Investments’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.75K	Hold	65	–	–	﹤0.01%	3555
2026 Q1	$6.77K	Hold	65	–	–	﹤0.01%	3458
2025 Q4	$6.81K	Hold	65	–	–	﹤0.01%	2902
2025 Q3	$6.85K	Hold	65	–	–	﹤0.01%	2857
2025 Q2	$6.79K	Hold	65	–	–	﹤0.01%	2741
2025 Q1	$6.77K	Hold	65	–	–	﹤0.01%	2702
2024 Q4	$6.64K	Hold	65	–	–	﹤0.01%	2628
2024 Q3	$6.95K	Hold	65	–	–	﹤0.01%	2507
2024 Q2	$6.68K	Hold	65	–	–	﹤0.01%	2413
2024 Q1	$6.73K	Hold	65	–	–	﹤0.01%	2362
2023 Q4	$6.84K	Hold	65	–	–	﹤0.01%	2300
2023 Q3	$6.5K	Hold	65	–	–	﹤0.01%	2188
2023 Q2	$6.76K	Hold	65	–	–	﹤0.01%	2187
2023 Q1	$6.88K	Hold	65	–	–	﹤0.01%	2175
2022 Q4	$6.67K	Hold	65	–	–	﹤0.01%	2123
2022 Q3	$7K	Hold	65	–	–	﹤0.01%	2058
2022 Q2	$7K	Buy	+65	New	+$7.07K	﹤0.01%	2058
2021 Q4	$8K	Hold	65	–	–	﹤0.01%	2011
2021 Q3	$8K	Hold	65	–	–	﹤0.01%	2768
2021 Q2	$8K	Hold	65	–	–	﹤0.01%	2843
2021 Q1	$8K	Buy	+65	New	+$7.96K	﹤0.01%	2713

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Harbour Investments's AGGM Position: Q2 2026 in Review

Harbour Investments held its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) position steady in Q2 2026 at 65 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Harbour Investments first reported a position in AGGM in Q1 2021 and has held it in 21 quarters since. The position peaked at $8K in Q4 2021. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Harbour Investments held 65 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $6.75K as of Q2 2026.
Harbour Investments left its iShares 1-10 Year U.S. Aggregate Bond ETF share count unchanged in Q2 2026.
iShares 1-10 Year U.S. Aggregate Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3555 holding.
Harbour Investments first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $8K in Q4 2021.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.