MG
AGGH icon

Mather Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Mather Group’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
Q3 		$280K Buy
14,797
+727
+5% +$14.4K ﹤0.01% 700
2026
Q2 		$284K Buy
+14,070
New +$286K ﹤0.01% 695

Other funds holding AGGH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Mather Group's AGGH Position: Q3 2026 in Review

Mather Group increased its Simplify Aggregate Bond ETF (AGGH) stake by 5.2% in Q3 2026, buying an estimated $14.4K and bringing the position to 14,797 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Mather Group first reported a position in AGGH in Q2 2026 and has held it in 2 quarters since. The position peaked at $284K in Q2 2026. 13 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

  • Mather Group held 14,797 shares of Simplify Aggregate Bond ETF worth $280K as of Q3 2026.
  • Mather Group bought 727 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $14.4K.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #700 holding.
  • Mather Group first reported a position in Simplify Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Mather Group's Simplify Aggregate Bond ETF position peaked at $284K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.