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Simplify Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Simplify Asset Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499M Buy
5,041,755
+941,689
+23% +$93.2M 6.94% 3
2026
Q1 		$407M Buy
4,100,066
+1,299,935
+46% +$130M 6.25% 3
2025
Q4 		$280M Sell
2,800,131
-2,532
-0.1% -$254K 4.57% 3
2025
Q3 		$281M Sell
2,802,663
-306,677
-10% -$30.4M 5.18% 4
2025
Q2 		$308M Buy
3,109,340
+62,496
+2% +$6.12M 15.52% 2
2025
Q1 		$301M Buy
3,046,844
+727,206
+31% +$71.1M 11.29% 4
2024
Q4 		$225M Buy
2,319,638
+909,907
+65% +$89.6M 11.1% 3
2024
Q3 		$143M Sell
1,409,731
-282,860
-17% -$28.2M 6.65% 3
2024
Q2 		$164M Buy
1,692,591
+1,101,573
+186% +$106M 11.02% 2
2024
Q1 		$57.9M Buy
591,018
+510,618
+635% +$50M 3.45% 7
2023
Q4 		$7.98M Buy
80,400
+11,500
+17% +$1.09M 0.72% 13
2023
Q3 		$6.48M Buy
68,900
+59,265
+615% +$5.71M 0.74% 14
2023
Q2 		$944K Buy
9,635
+3,414
+55% +$337K 0.12% 78
2023
Q1 		$620K Sell
6,221
-9,509
-60% -$940K 0.09% 76
2022
Q4 		$1.53M Sell
15,730
-12,456
-44% -$1.2M 0.24% 34
2022
Q3 		$2.71M Buy
28,186
+17,004
+152% +$1.72M 0.29% 21
2022
Q2 		$1.14M Buy
11,182
+419
+4% +$43.1K 0.04% 36
2022
Q1 		$1.15M Buy
+10,763
New +$1.18M 0.04% 31

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Simplify Asset Management's AGG Position: Q2 2026 in Review

Simplify Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q2 2026, buying an estimated $93.2M and bringing the position to 5,041,755 shares worth $499M. The position accounts for 6.94% of the portfolio, ranked #3.

Simplify Asset Management first reported a position in AGG in Q1 2022 and has held it in 18 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Simplify Asset Management held 5,041,755 shares of iShares Core US Aggregate Bond ETF worth $499M as of Q2 2026.
  • Simplify Asset Management bought 941,689 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $93.2M.
  • iShares Core US Aggregate Bond ETF made up 6.94% of Simplify Asset Management's portfolio in Q2 2026, its #3 holding.
  • Simplify Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.