AGGH stock icon

Simplify Aggregate Bond ETF
AGGH

21.10 USD
-0.11
0.52%
At close Oct 10, 4:00 PM EDT
1 day
-0.52%
5 days
-2.09%
1 month
-3.17%
3 months
0.72%
6 months
1.93%
Year to date
-4.31%
1 year
-0.80%
5 years
-15.46%
0
Funds holding %
of 6,740 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

11% more funds holding

Funds holding: 19 [Q1] → 21 (+2) [Q2]

1% less capital invested

Capital invested by funds: $143M [Q1] → $143M (-$727K) [Q2]

7.78% less ownership

Funds ownership: 76.42% [Q1] → 68.64% (-7.78%) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for AGGH.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
4 days ago
AGGH: Not That Great Of A Core Bond Holding
AGGH aims to maximize total return through investment-grade bonds and option overlays, and has outperformed aggregate bond indices. Performances, however, can be unpredictable and positions in the fund will expose you to other markets that you may be unaware of. I rate AGGH a Hold. This should be a bond yield enhancer that you hold according to your trust in the fund managers.
AGGH: Not That Great Of A Core Bond Holding
Neutral
Business Wire
4 weeks ago
Net Asset Value Restatement for Simplify Aggregate Bond ETF (AGGH) & Simplify Volatility Premium ETF (SVOL)
NEW YORK--(BUSINESS WIRE)--Simplify announces net asset value restatement for AGGH and SVOL ETFs.
Net Asset Value Restatement for Simplify Aggregate Bond ETF (AGGH) & Simplify Volatility Premium ETF (SVOL)
Positive
Seeking Alpha
5 months ago
AGGH: Buy This Bump In The Road
AGGH has outperformed AGG since the fund launched in 2022. The fund is actively managed and uses several strategies to boost performance. However, it dropped sharply in April. This article looks at why it may be a buying opportunity.
AGGH: Buy This Bump In The Road
Neutral
Seeking Alpha
8 months ago
AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition
Simplify Aggregate Bond ETF is an actively managed investment-grade bond ETF. AGGH uses derivatives and leverage and has a high turnover. An overview of the fund follows.
AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition
Positive
Seeking Alpha
9 months ago
AGGH: An Interesting Hedged Core Bond Fund
Simplify Aggregate Bond ETF offers bond exposure with reduced risk through hedging mechanisms and active management. The AGGH ETF's portfolio includes bond ETFs, hedging mechanisms such as covered calls and protective puts, and credit default swaps. AGGH has outperformed its benchmark and offers a high distribution yield, but its complexity and high portfolio turnover may not appeal to all investors.
AGGH: An Interesting Hedged Core Bond Fund
Neutral
Business Wire
9 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2023
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Simplify Provides Estimated Capital Gain Distribution Information for 2023
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