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Stadion Money Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Stadion Money 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 		$14.1M Buy
696,618
+8,976
+1% +$182K 1.21% 20
2026
Q1 		$14M Buy
687,642
+9,501
+1% +$197K 1.41% 20
2025
Q4 		$14M Buy
678,141
+50,736
+8% +$1.06M 1.14% 19
2025
Q3 		$13M Sell
627,405
-31,188
-5% -$642K 1.04% 19
2025
Q2 		$13.5M Sell
658,593
-11,332
-2% -$230K 1.11% 21
2025
Q1 		$14.2M Sell
669,925
-28,604
-4% -$596K 1.41% 15
2024
Q4 		$14.4M Buy
698,529
+241,072
+53% +$5.04M 1.13% 20
2024
Q3 		$9.93M Buy
457,457
+38,806
+9% +$832K 0.75% 19
2024
Q2 		$8.69M Sell
418,651
-68,873
-14% -$1.44M 0.71% 19
2024
Q1 		$10.4M Buy
487,524
+33,941
+7% +$733K 0.68% 19
2023
Q4 		$10M Buy
453,583
+6,788
+2% +$145K 0.66% 19
2023
Q3 		$9.53M Buy
+446,795
New +$9.89M 0.79% 21

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
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

Stadion Money Management's AGGH Position: Q2 2026 in Review

Stadion Money Management increased its Simplify Aggregate Bond ETF (AGGH) stake by 1.3% in Q2 2026, buying an estimated $182K and bringing the position to 696,618 shares worth $14.1M. The position accounts for 1.21% of the portfolio, ranked #20.

Stadion Money Management first reported a position in AGGH in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.4M in Q4 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Stadion Money Management held 696,618 shares of Simplify Aggregate Bond ETF worth $14.1M as of Q2 2026.
  • Stadion Money Management bought 8,976 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $182K.
  • Simplify Aggregate Bond ETF made up 1.21% of Stadion Money Management's portfolio in Q2 2026, its #20 holding.
  • Stadion Money Management first reported a position in Simplify Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Stadion Money Management's Simplify Aggregate Bond ETF position peaked at $14.4M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Stadion Money Management's 13F filing for Q2 2026, filed 14 Aug 2026.