Worth Financial Advisory Group’s Harbor Disciplined Bond ETF AGGS Stock Holding History

Worth Financial Advisory Group’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	–	Sell	-15,101	Closed	-$622K	–	198
2025 Q4	$622K	Buy	+15,101	New	+$629K	0.3%	79

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 New York $777B AUM 61.18% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Worth Financial Advisory Group's AGGS Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Harbor Disciplined Bond ETF (AGGS) in Q1 2026, closing a stake of 15,101 shares — an estimated $622K sold.

Worth Financial Advisory Group first reported a position in AGGS in Q4 2025 and held it in 1 quarter. The position peaked at $622K in Q4 2025. 9 funds tracked by Wall St. Rank hold AGGS as of Q1 2026.

Worth Financial Advisory Group reported no remaining Harbor Disciplined Bond ETF position as of Q1 2026 after selling out during the quarter.
Worth Financial Advisory Group sold 15,101 Harbor Disciplined Bond ETF shares in Q1 2026, an estimated $622K.
Worth Financial Advisory Group first reported a position in Harbor Disciplined Bond ETF in Q4 2025 and held it in 1 quarter.
Worth Financial Advisory Group's Harbor Disciplined Bond ETF position peaked at $622K in Q4 2025.
9 funds tracked by Wall St. Rank held Harbor Disciplined Bond ETF as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.