Mercer Global Advisors
AGGH icon

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
Q2 		$355K Sell
17,622
-3
-0% -$61 ﹤0.01% 2626
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

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 $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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

Mercer Global Advisors's AGGH Position: Q2 2026 in Review

Mercer Global Advisors reduced its Simplify Aggregate Bond ETF (AGGH) stake by 0.02% in Q2 2026, selling an estimated $61 and leaving 17,622 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Mercer Global Advisors first reported a position in AGGH in Q4 2024 and has held it in 7 quarters since. The position peaked at $683K in Q1 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Mercer Global Advisors held 17,622 shares of Simplify Aggregate Bond ETF worth $355K as of Q2 2026.
  • Mercer Global Advisors sold 3 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $61.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2626 holding.
  • Mercer Global Advisors first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's Simplify Aggregate Bond ETF position peaked at $683K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.