Morgan Stanley’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Morgan Stanley’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	$11.4K	Hold	565	–	–	﹤0.01%	7004
2026 Q1	$11.5K	Sell	565 -1	-0.2%	-$21	﹤0.01%	6908
2025 Q4	$11.7K	Buy	566 +1	+0.2%	+$21	﹤0.01%	6856
2025 Q3	$11.7K	Buy	565 +1	+0.2%	+$21	﹤0.01%	6861
2025 Q2	$11.6K	Hold	564	–	–	﹤0.01%	6815
2025 Q1	$11.9K	Hold	564	–	–	﹤0.01%	6744
2024 Q4	$11.6K	Buy	564 +561	+18,700%	+$11.7K	﹤0.01%	6751
2024 Q3	$67	Buy	3 +1	+50%	+$21	﹤0.01%	7500
2024 Q2	$47	Buy	2 +1	+100%	+$21	﹤0.01%	7513
2024 Q1	$33	Sell	1 -1	-50%	-$22	﹤0.01%	7602
2023 Q4	$57	Buy	+2	New	+$43	﹤0.01%	7436
2023 Q3	–	Sell	-1	Closed	-$23	–	7613
2023 Q2	$23	Buy	+1	New	+$23	﹤0.01%	7580

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Morgan Stanley's AGGH Position: Q2 2026 in Review

Morgan Stanley held its Simplify Aggregate Bond ETF (AGGH) position steady in Q2 2026 at 565 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7004.

Morgan Stanley first reported a position in AGGH in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.9K in Q1 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Morgan Stanley held 565 shares of Simplify Aggregate Bond ETF worth $11.4K as of Q2 2026.
Morgan Stanley left its Simplify Aggregate Bond ETF share count unchanged in Q2 2026.
Simplify Aggregate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7004 holding.
Morgan Stanley first reported a position in Simplify Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Morgan Stanley's Simplify Aggregate Bond ETF position peaked at $11.9K in Q1 2025.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.