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Harpswell Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Harpswell Capital Advisors’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
Q3 		$10.6M Buy
112,528
+2,365
+2% +$230K 6.98% 4
2026
Q2 		$10.9M Buy
110,163
+6,156
+6% +$609K 7% 4
2026
Q1 		$10.3M Buy
104,007
+30,037
+41% +$3.01M 7.69% 4
2025
Q4 		$7.39M Buy
73,970
+69,960
+1,745% +$7.02M 5.86% 4
2025
Q3 		$402K Buy
+4,010
New +$398K 0.38% 27

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Harpswell Capital Advisors's AGG Position: Q3 2026 in Review

Harpswell Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q3 2026, buying an estimated $230K and bringing the position to 112,528 shares worth $10.6M. The position accounts for 6.98% of the portfolio, ranked #4.

Harpswell Capital Advisors first reported a position in AGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q2 2026. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Harpswell Capital Advisors held 112,528 shares of iShares Core US Aggregate Bond ETF worth $10.6M as of Q3 2026.
  • Harpswell Capital Advisors bought 2,365 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $230K.
  • iShares Core US Aggregate Bond ETF made up 6.98% of Harpswell Capital Advisors's portfolio in Q3 2026, its #4 holding.
  • Harpswell Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Harpswell Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q2 2026.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.