B.O.S.S. Retirement Advisors, LLC
PensionPosition in AGGH — Simplify Aggregate Bond ETF
CIK 1964810
Lehi, UT
Position in AGGH
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,285,223
+$150,557 QoQ
Shares Held
112,296
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGH Over Time
Shares Held
Position Value (USD)
All Filings in AGGH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,285,223 | 112,296 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,134,666 | 103,124 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $587,998 | 28,392 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||