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 Q2	$2.82M	Buy	68,980 +298	+0.4%	+$12.1K	0.01%	776
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 $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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Steward Partners Investment Advisory's AGGS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Harbor Disciplined Bond ETF (AGGS) stake by 0.43% in Q2 2026, buying an estimated $12.1K and bringing the position to 68,980 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #776.

Steward Partners Investment Advisory first reported a position in AGGS in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold AGGS as of Q2 2026.

Steward Partners Investment Advisory held 68,980 shares of Harbor Disciplined Bond ETF worth $2.82M as of Q2 2026.
Steward Partners Investment Advisory bought 298 Harbor Disciplined Bond ETF shares in Q2 2026, an estimated $12.1K.
Harbor Disciplined Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #776 holding.
Steward Partners Investment Advisory first reported a position in Harbor Disciplined Bond ETF in Q2 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held Harbor Disciplined Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.