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Worth Asset Management, LLC

Position in AGGH — Simplify Aggregate Bond ETF

CIK 1927285 DALLAS, TX

Position in AGGH

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$525,294
+$14,232 QoQ
Shares Held
25,813
+4.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AGGH Over Time

Shares Held

Position Value (USD)

All Filings in AGGH

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $525,294 25,813
2025-12-31 $511,062 24,689
2025-09-30 $520,069 25,112
2025-06-30 $574,699 27,844
2025-03-31 $780,688 36,912