AWS
Aspen Wealth Strategies’s Simplify Aggregate Bond ETF AGGH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
30,094
-16,540
| -35% | -$341K | 0.37% | 43 |
|
|
2025
Q1 | $986K | Buy |
46,634
+773
| +2% | +$16.3K | 0.65% | 23 |
|
|
2024
Q4 | $946K | Buy |
45,861
+16,429
| +56% | +$339K | 0.61% | 25 |
|
|
2024
Q3 | $639K | Buy |
29,432
+97
| +0.3% | +$2.11K | 0.41% | 34 |
|
|
2024
Q2 | $624K | Buy |
29,335
+1,044
| +4% | +$22.2K | 0.43% | 33 |
|
|
2024
Q1 | $606K | Buy |
+28,291
| New | +$606K | 0.42% | 36 |
|