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

IHT Wealth Management’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 		$718K Sell
35,599
-367
-1% -$7.45K 0.02% 709
2026
Q1 		$732K Buy
35,966
+11,318
+46% +$234K 0.02% 682
2025
Q4 		$510K Sell
24,648
-17,881
-42% -$372K 0.01% 760
2025
Q3 		$881K Buy
42,529
+219
+0.5% +$4.51K 0.02% 568
2025
Q2 		$873K Buy
+42,310
New +$857K 0.02% 530

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

IHT Wealth Management's AGGH Position: Q2 2026 in Review

IHT Wealth Management reduced its Simplify Aggregate Bond ETF (AGGH) stake by 1% in Q2 2026, selling an estimated $7.45K and leaving 35,599 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #709.

IHT Wealth Management first reported a position in AGGH in Q2 2025 and has held it in 5 quarters since. The position peaked at $881K in Q3 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • IHT Wealth Management held 35,599 shares of Simplify Aggregate Bond ETF worth $718K as of Q2 2026.
  • IHT Wealth Management sold 367 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $7.45K.
  • Simplify Aggregate Bond ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #709 holding.
  • IHT Wealth Management first reported a position in Simplify Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • IHT Wealth Management's Simplify Aggregate Bond ETF position peaked at $881K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.