Independent Advisor Alliance
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1696899
CHARLOTTE, NC
Position in AGGH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$286,548
New position
Shares Held
14,081
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in AGGH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,548 | 14,081 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||