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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$559K Sell
27,091
-2,397
-8% -$49.5K 0.29% 46
2025
Q1 		$624K Sell
29,488
-8,683
-23% -$184K 0.44% 39
2024
Q4 		$794K Sell
38,171
-5,297
-12% -$110K 0.51% 34
2024
Q3 		$899K Buy
+43,468
New +$899K 0.52% 28