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 Q2	$516K	Buy	+12,617	New	+$514K	0.22%	105
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 29.84% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $184M AUM 0.09% 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

Worth Financial Advisory Group's AGGS Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Harbor Disciplined Bond ETF (AGGS) in Q2 2026: 12,617 shares worth $516K. The stake represents 0.22% of the portfolio and ranks #105 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in AGGS as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in AGGS in Q4 2025 and has held it in 2 quarters since. The position peaked at $622K in Q4 2025. 9 funds tracked by Wall St. Rank hold AGGS as of Q2 2026.

Worth Financial Advisory Group held 12,617 shares of Harbor Disciplined Bond ETF worth $516K as of Q2 2026.
Harbor Disciplined Bond ETF was a new Worth Financial Advisory Group position in Q2 2026.
Harbor Disciplined Bond ETF made up 0.22% of Worth Financial Advisory Group's portfolio in Q2 2026, its #105 holding.
Worth Financial Advisory Group first reported a position in Harbor Disciplined Bond ETF in Q4 2025 and has held it in 2 quarters since.
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 Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.