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IEQ Capital’s Simplify Aggregate Bond ETF AGGH Stock Holding History

IEQ Capital’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
Q1 		– Sell
-69,603
Closed -$1.44M – 1885
2025
Q4 		$1.44M Hold
69,603
– – ﹤0.01% 898
2025
Q3 		$1.44M Buy
+69,603
New +$1.43M ﹤0.01% 878

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
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

IEQ Capital's AGGH Position: Q1 2026 in Review

IEQ Capital sold out of Simplify Aggregate Bond ETF (AGGH) in Q1 2026, closing a stake of 69,603 shares — an estimated $1.44M sold.

IEQ Capital first reported a position in AGGH in Q3 2025 and held it in 2 quarters. The position peaked at $1.44M in Q3 2025. 90 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • IEQ Capital reported no remaining Simplify Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 69,603 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $1.44M.
  • IEQ Capital first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and held it in 2 quarters.
  • IEQ Capital's Simplify Aggregate Bond ETF position peaked at $1.44M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.