GK Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
52,872
-8,770
-14% -$181K 0.98% 25
2025
Q1
$1.3M Sell
61,642
-5,282
-8% -$112K 1.49% 13
2024
Q4
$1.38M Buy
+66,924
New +$1.38M 1.75% 11