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Simplify Asset Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Simplify Asset Management’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 		$42.5M Hold
2,109,127
– – 0.59% 7
2026
Q1 		$42.9M Buy
2,109,127
+250,000
+13% +$5.17M 0.66% 7
2025
Q4 		$38.5M Sell
1,859,127
-1,859,127
-50% -$38.7M 0.63% 9
2025
Q3 		$77M Sell
3,718,254
-1,475,000
-28% -$30.4M 1.42% 7
2025
Q2 		$107M Hold
5,193,254
– – 5.39% 4
2025
Q1 		$110M Hold
5,193,254
– – 4.11% 6
2024
Q4 		$107M Hold
5,193,254
– – 5.29% 5
2024
Q3 		$113M Buy
5,193,254
+296,513
+6% +$6.36M 5.25% 5
2024
Q2 		$102M Hold
4,896,741
– – 6.82% 4
2024
Q1 		$105M Sell
4,896,741
-63,324
-1% -$1.37M 6.25% 4
2023
Q4 		$110M Buy
4,960,065
+2,223,211
+81% +$47.6M 9.82% 4
2023
Q3 		$58.4M Buy
2,736,854
+2,380,028
+667% +$52.7M 6.67% 4
2023
Q2 		$8.03M Buy
356,826
+154,415
+76% +$3.53M 1.06% 11
2023
Q1 		$4.62M Buy
202,411
+188,196
+1,324% +$4.25M 0.66% 20
2022
Q4 		$318K Sell
14,215
-70,243
-83% -$1.57M 0.05% 64
2022
Q3 		$1.93M Buy
+84,458
New +$1.98M 0.21% 29

Other funds holding AGGH

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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

Simplify Asset Management held its Simplify Aggregate Bond ETF (AGGH) position steady in Q2 2026 at 2,109,127 shares worth $42.5M. The position accounts for 0.59% of the portfolio, ranked #7.

Simplify Asset Management first reported a position in AGGH in Q3 2022 and has held it in 16 quarters since. The position peaked at $113M in Q3 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Simplify Asset Management held 2,109,127 shares of Simplify Aggregate Bond ETF worth $42.5M as of Q2 2026.
  • Simplify Asset Management left its Simplify Aggregate Bond ETF share count unchanged in Q2 2026.
  • Simplify Aggregate Bond ETF made up 0.59% of Simplify Asset Management's portfolio in Q2 2026, its #7 holding.
  • Simplify Asset Management first reported a position in Simplify Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Simplify Asset Management's Simplify Aggregate Bond ETF position peaked at $113M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

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