Envestnet Asset Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
194,107
+163,618
| +537% | +$3.38M | ﹤0.01% | 2340 |
|
|
2025
Q1 | $645K | Buy |
+30,489
| New | +$645K | ﹤0.01% | 3462 |
|
|
2024
Q4 | – | Sell |
-49,419
| Closed | -$1.07M | – | 4299 |
|
|
2024
Q3 | $1.07M | Buy |
49,419
+11,038
| +29% | +$240K | ﹤0.01% | 3096 |
|
|
2024
Q2 | $797K | Buy |
38,381
+3,234
| +9% | +$67.1K | ﹤0.01% | 3175 |
|
|
2024
Q1 | $753K | Buy |
+35,147
| New | +$753K | ﹤0.01% | 3207 |
|