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
Q2 		$245K Buy
6,001
+545
+10% +$22.2K ﹤0.01% 5605
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 29.84% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $184M AUM 0.09% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial's AGGS Position: Q2 2026 in Review

LPL Financial increased its Harbor Disciplined Bond ETF (AGGS) stake by 10% in Q2 2026, buying an estimated $22.2K and bringing the position to 6,001 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #5605.

LPL Financial first reported a position in AGGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $278K in Q3 2025. 9 funds tracked by Wall St. Rank hold AGGS as of Q2 2026.

  • LPL Financial held 6,001 shares of Harbor Disciplined Bond ETF worth $245K as of Q2 2026.
  • LPL Financial bought 545 Harbor Disciplined Bond ETF shares in Q2 2026, an estimated $22.2K.
  • Harbor Disciplined Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5605 holding.
  • LPL Financial first reported a position in Harbor Disciplined Bond ETF in Q2 2025 and has held it in 5 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 Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.