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Legacy Wealth Management (Idaho)’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-26,692
Closed -$543K – 214
2026
Q1 		$543K Buy
26,692
+3,163
+13% +$65.4K 0.27% 75
2025
Q4 		$487K Sell
23,529
-5,202
-18% -$108K 0.23% 72
2025
Q3 		$595K Buy
28,731
+1,640
+6% +$33.8K 0.27% 63
2025
Q2 		$559K Sell
27,091
-2,397
-8% -$48.6K 0.29% 47
2025
Q1 		$624K Sell
29,488
-8,683
-23% -$181K 0.44% 40
2024
Q4 		$794K Sell
38,171
-5,297
-12% -$111K 0.51% 35
2024
Q3 		$899K Buy
+43,468
New +$932K 0.52% 29

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 $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 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

Legacy Wealth Management (Idaho)'s AGGH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 26,692 shares — an estimated $543K sold.

Legacy Wealth Management (Idaho) first reported a position in AGGH in Q3 2024 and held it in 7 quarters. The position peaked at $899K in Q3 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 26,692 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $543K.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Simplify Aggregate Bond ETF position peaked at $899K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.