Kestra Private Wealth Services’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	$1.3M	Sell	63,064 -18,933	-23%	-$391K	0.02%	631
2025 Q1	$1.73M	Buy	81,997 +60,912	+289%	+$1.29M	0.03%	495
2024 Q4	$435K	Buy	21,085 +2,498	+13%	+$51.5K	0.01%	983
2024 Q3	$404K	Buy	+18,587	New	+$404K	0.01%	966