SPIA
AGGS

Steward Partners Investment Advisory’s Harbor Disciplined Bond ETF AGGS Stock Holding History

Steward Partners Investment Advisory’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 		$2.81M Buy
68,682
+11,113
+19% +$459K 0.01% 730
2025
Q4 		$2.37M Sell
57,569
-481
-0.8% -$20K 0.01% 728
2025
Q3 		$2.42M Buy
58,050
+19,889
+52% +$819K 0.01% 708
2025
Q2 		$1.57M Buy
+38,161
New +$1.55M 0.01% 801

Other funds holding AGGS

ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 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 $38.8B AUM 21.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Steward Partners Investment Advisory's AGGS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Harbor Disciplined Bond ETF (AGGS) stake by 19% in Q1 2026, buying an estimated $459K and bringing the position to 68,682 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #730.

Steward Partners Investment Advisory first reported a position in AGGS in Q2 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold AGGS as of Q1 2026.

  • Steward Partners Investment Advisory held 68,682 shares of Harbor Disciplined Bond ETF worth $2.81M as of Q1 2026.
  • Steward Partners Investment Advisory bought 11,113 Harbor Disciplined Bond ETF shares in Q1 2026, an estimated $459K.
  • Harbor Disciplined Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #730 holding.
  • Steward Partners Investment Advisory first reported a position in Harbor Disciplined Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Harbor Disciplined Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.