Mercer Global Advisors
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Mercer Global Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Mercer Global Advisors’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
Q1 		$359K Sell
17,625
-111
-0.6% -$2.3K ﹤0.01% 2269
2025
Q4 		$367K Buy
17,736
+216
+1% +$4.5K ﹤0.01% 2078
2025
Q3 		$363K Sell
17,520
-7,596
-30% -$156K ﹤0.01% 1962
2025
Q2 		$518K Sell
25,116
-7,159
-22% -$145K ﹤0.01% 1551
2025
Q1 		$683K Buy
32,275
+14,775
+84% +$308K ﹤0.01% 1308
2024
Q4 		$361K Buy
+17,500
New +$366K ﹤0.01% 1636

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Mercer Global Advisors's AGGH Position: Q1 2026 in Review

Mercer Global Advisors reduced its Simplify Aggregate Bond ETF (AGGH) stake by 0.63% in Q1 2026, selling an estimated $2.3K and leaving 17,625 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Mercer Global Advisors first reported a position in AGGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $683K in Q1 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Mercer Global Advisors held 17,625 shares of Simplify Aggregate Bond ETF worth $359K as of Q1 2026.
  • Mercer Global Advisors sold 111 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $2.3K.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2269 holding.
  • Mercer Global Advisors first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Mercer Global Advisors's Simplify Aggregate Bond ETF position peaked at $683K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.