GDP
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Great Diamond Partners’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Great Diamond Partners’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 		$12.2M Buy
603,638
+34,600
+6% +$703K 2.09% 6
2026
Q1 		$11.6M Buy
569,038
+88,431
+18% +$1.83M 2.23% 5
2025
Q4 		$9.95M Buy
480,607
+19,530
+4% +$407K 1.91% 9
2025
Q3 		$9.55M Buy
461,077
+40,410
+10% +$832K 1.85% 10
2025
Q2 		$8.68M Buy
+420,667
New +$8.52M 1.83% 9

Other funds holding AGGH

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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

Great Diamond Partners's AGGH Position: Q2 2026 in Review

Great Diamond Partners increased its Simplify Aggregate Bond ETF (AGGH) stake by 6.1% in Q2 2026, buying an estimated $703K and bringing the position to 603,638 shares worth $12.2M. The position accounts for 2.09% of the portfolio, ranked #6.

Great Diamond Partners first reported a position in AGGH in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Great Diamond Partners held 603,638 shares of Simplify Aggregate Bond ETF worth $12.2M as of Q2 2026.
  • Great Diamond Partners bought 34,600 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $703K.
  • Simplify Aggregate Bond ETF made up 2.09% of Great Diamond Partners's portfolio in Q2 2026, its #6 holding.
  • Great Diamond Partners first reported a position in Simplify Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.