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Balance Wealth, LLC

Position in AGGH — Simplify Aggregate Bond ETF

CIK 2065247 DELAWARE, OH

Position in AGGH

as of Mar 31, 2026 · filed Apr 20, 2026
Position Value
$475,823
-$204,275 QoQ
Shares Held
23,382
-28.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $475,823 23,382
2025-12-31 $680,098 32,855
2025-09-30 $671,066 32,403
2025-06-30 $652,058 31,592
2025-03-31 $467,584 22,108