Bay Rivers Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Bay Rivers Group’s Portfolio AGGH Stock Details AGGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$787K	Buy	39,011 +3,089	+9%	+$62.7K	0.27%	58
2026 Q1	$731K	Buy	35,922 +8,120	+29%	+$168K	0.3%	53
2025 Q4	$576K	Buy	27,802 +8,829	+47%	+$184K	0.23%	57
2025 Q3	$393K	Buy	18,973 +2,065	+12%	+$42.5K	0.17%	70
2025 Q2	$349K	Buy	16,908 +2,008	+13%	+$40.7K	0.16%	73
2025 Q1	$315K	Buy	14,900 +600	+4%	+$12.5K	0.17%	74
2024 Q4	$295K	Buy	+14,300	New	+$299K	0.14%	73

Other funds holding AGGH

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Bay Rivers Group's AGGH Position: Q2 2026 in Review

Bay Rivers Group increased its Simplify Aggregate Bond ETF (AGGH) stake by 8.6% in Q2 2026, buying an estimated $62.7K and bringing the position to 39,011 shares worth $787K. The position accounts for 0.27% of the portfolio, ranked #58.

Bay Rivers Group first reported a position in AGGH in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Bay Rivers Group held 39,011 shares of Simplify Aggregate Bond ETF worth $787K as of Q2 2026.
Bay Rivers Group bought 3,089 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $62.7K.
Simplify Aggregate Bond ETF made up 0.27% of Bay Rivers Group's portfolio in Q2 2026, its #58 holding.
Bay Rivers Group first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.