Steward Partners Investment Advisory’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$976K Buy
47,275
+326
+0.7% +$6.73K 0.01% 1002
2025
Q1
$993K Buy
46,949
+1,143
+2% +$24.2K 0.01% 926
2024
Q4
$945K Buy
45,806
+24,110
+111% +$497K 0.01% 894
2024
Q3
$471K Buy
+21,696
New +$471K ﹤0.01% 1132