Integrated Wealth Concepts’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 Q1	–	Sell	-14,565	Closed	-$300K	–	1735
2024 Q4	$300K	Sell	14,565 -225	-2%	-$4.64K	﹤0.01%	1360
2024 Q3	$321K	Buy	14,790 +1,724	+13%	+$37.4K	﹤0.01%	1298
2024 Q2	$271K	Buy	13,066 +243	+2%	+$5.05K	﹤0.01%	1368
2024 Q1	$275K	Buy	+12,823	New	+$275K	﹤0.01%	1369