Simplify Aggregate Bond ETF $AGGH is Simplify Asset Management Inc.’s 8th Largest Position

Simplify Asset Management Inc. increased its position in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 13.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,109,127 shares of the company’s stock after purchasing an additional 250,000 shares during the quarter. Simplify Aggregate Bond ETF accounts for approximately 0.7% of Simplify Asset Management Inc.’s investment portfolio, making the stock its 8th largest holding. Simplify Asset Management Inc. owned 0.10% of Simplify Aggregate Bond ETF worth $42,921,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of AGGH. AE Wealth Management LLC increased its holdings in Simplify Aggregate Bond ETF by 57.0% in the 4th quarter. AE Wealth Management LLC now owns 767,382 shares of the company’s stock worth $15,885,000 after buying an additional 278,738 shares during the period. WealthPlan Investment Management LLC acquired a new stake in Simplify Aggregate Bond ETF during the 4th quarter valued at approximately $5,349,000. Envestnet Portfolio Solutions Inc. acquired a new stake in Simplify Aggregate Bond ETF during the 4th quarter valued at approximately $3,672,000. Key Capital Management INC purchased a new stake in shares of Simplify Aggregate Bond ETF in the 4th quarter valued at $3,077,000. Finally, Orion Porfolio Solutions LLC purchased a new stake in shares of Simplify Aggregate Bond ETF in the 4th quarter valued at $2,731,000.

Simplify Aggregate Bond ETF Stock Performance

NYSEARCA:AGGH opened at $20.18 on Friday. Simplify Aggregate Bond ETF has a 1-year low of $19.98 and a 1-year high of $21.02. The company’s fifty day moving average price is $20.25 and its 200-day moving average price is $20.52.

Simplify Aggregate Bond ETF Company Profile

The Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is a fund-of-funds that seeks total return by providing exposure to US investment-grade bonds combined with several credit hedging strategies. The fund is actively managed. AGGH was launched on Feb 14, 2022 and is managed by Simplify.