Simplify Aggregate Bond ETF $AGGH Position Lifted by Great Diamond Partners LLC

Great Diamond Partners LLC raised its holdings in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 9.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 461,077 shares of the company’s stock after acquiring an additional 40,410 shares during the quarter. Simplify Aggregate Bond ETF accounts for about 1.9% of Great Diamond Partners LLC’s investment portfolio, making the stock its 10th largest holding. Great Diamond Partners LLC’s holdings in Simplify Aggregate Bond ETF were worth $9,549,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Signature Estate & Investment Advisors LLC purchased a new position in shares of Simplify Aggregate Bond ETF in the 2nd quarter valued at $2,015,000. KG&L Capital Management LLC boosted its position in Simplify Aggregate Bond ETF by 98.4% during the 2nd quarter. KG&L Capital Management LLC now owns 31,888 shares of the company’s stock worth $658,000 after purchasing an additional 15,818 shares during the period. Avantax Advisory Services Inc. increased its holdings in Simplify Aggregate Bond ETF by 9.9% in the 2nd quarter. Avantax Advisory Services Inc. now owns 138,554 shares of the company’s stock valued at $2,860,000 after purchasing an additional 12,503 shares in the last quarter. Envestnet Asset Management Inc. raised its position in Simplify Aggregate Bond ETF by 536.6% in the second quarter. Envestnet Asset Management Inc. now owns 194,107 shares of the company’s stock valued at $4,006,000 after purchasing an additional 163,618 shares during the period. Finally, Atria Wealth Solutions Inc. lifted its stake in shares of Simplify Aggregate Bond ETF by 12.5% during the second quarter. Atria Wealth Solutions Inc. now owns 12,150 shares of the company’s stock worth $251,000 after purchasing an additional 1,354 shares in the last quarter.

Simplify Aggregate Bond ETF Stock Up 0.2%

Shares of NYSEARCA AGGH opened at $20.85 on Tuesday. Simplify Aggregate Bond ETF has a 1-year low of $19.41 and a 1-year high of $21.63. The business has a 50-day moving average of $20.82 and a 200-day moving average of $20.66.

About Simplify Aggregate Bond ETF

The Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is a fund-of-funds that seeks total return by providing exposure to US investment-grade bonds combined with several credit hedging strategies. The fund is actively managed. AGGH was launched on Feb 14, 2022 and is managed by Simplify.