LPL Financial
AGGS

LPL Financial’s Harbor Disciplined Bond ETF AGGS Stock Holding History

LPL Financial’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
Q1 		$223K Hold
5,456
– – ﹤0.01% 5416
2025
Q4 		$225K Sell
5,456
-1,211
-18% -$50.5K ﹤0.01% 5377
2025
Q3 		$278K Hold
6,667
– – ﹤0.01% 5107
2025
Q2 		$275K Buy
+6,667
New +$271K ﹤0.01% 4838

Other funds holding AGGS

ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's AGGS Position: Q1 2026 in Review

LPL Financial held its Harbor Disciplined Bond ETF (AGGS) position steady in Q1 2026 at 5,456 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #5416.

LPL Financial first reported a position in AGGS in Q2 2025 and has held it in 4 quarters since. The position peaked at $278K in Q3 2025. 9 funds tracked by Wall St. Rank hold AGGS as of Q1 2026.

  • LPL Financial held 5,456 shares of Harbor Disciplined Bond ETF worth $223K as of Q1 2026.
  • LPL Financial left its Harbor Disciplined Bond ETF share count unchanged in Q1 2026.
  • Harbor Disciplined Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5416 holding.
  • LPL Financial first reported a position in Harbor Disciplined Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's Harbor Disciplined Bond ETF position peaked at $278K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Harbor Disciplined Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.