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Sound Income Strategies’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Sound Income Strategies’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 		– Sell
-435
Closed -$8.85K – 526
2026
Q1 		$8.85K Sell
435
-1,397
-76% -$28.9K ﹤0.01% 1565
2025
Q4 		$38K Buy
1,832
+1,566
+589% +$32.6K ﹤0.01% 897
2025
Q3 		$5.51K Buy
+266
New +$5.47K ﹤0.01% 1150

Other funds holding AGGH

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Sound Income Strategies's AGGH Position: Q2 2026 in Review

Sound Income Strategies sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 435 shares — an estimated $8.85K sold.

Sound Income Strategies first reported a position in AGGH in Q3 2025 and held it in 3 quarters. The position peaked at $38K in Q4 2025. 42 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Sound Income Strategies reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 435 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $8.85K.
  • Sound Income Strategies first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Simplify Aggregate Bond ETF position peaked at $38K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.