COMMONWEALTH EQUITY SERVICES, LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 312272
WALTHAM, MA
Position in AGGH
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,202,868
+$468,060 QoQ
Shares Held
59,109
+66.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Common Shares in AGGH Over Time
Shares Held
Position Value (USD)
All Filings in AGGH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,202,868 | 59,109 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $734,808 | 35,498 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $335,959 | 16,183 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $818,711 | 38,204 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||