Simplify Aggregate Bond ETF $AGGH Shares Newly Bought by Henderson Brothers Financial Partners LLC

Henderson Brothers Financial Partners LLC acquired a new position in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 104,791 shares of the company’s stock, valued at approximately $1,984,000. Simplify Aggregate Bond ETF accounts for 0.7% of Henderson Brothers Financial Partners LLC’s portfolio, making the stock its 25th biggest position.

Other large investors have also recently bought and sold shares of the company. Montgomery Financial Services LLC bought a new position in Simplify Aggregate Bond ETF in the second quarter worth about $25,000. Wealth Enhancement Trust Services Inc. bought a new position in shares of Simplify Aggregate Bond ETF during the third quarter valued at approximately $97,000. Arkadios Wealth Advisors grew its holdings in shares of Simplify Aggregate Bond ETF by 7.7% during the first quarter. Arkadios Wealth Advisors now owns 10,449 shares of the company’s stock valued at $213,000 after purchasing an additional 750 shares during the last quarter. Park Avenue Securities LLC acquired a new stake in shares of Simplify Aggregate Bond ETF during the 3rd quarter worth approximately $206,000. Finally, Retirement Planning Group LLC acquired a new stake in shares of Simplify Aggregate Bond ETF during the 1st quarter worth approximately $237,000.

Simplify Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGGH opened at $19.35 on Friday. Simplify Aggregate Bond ETF has a 12-month low of $18.73 and a 12-month high of $21.00. The stock’s 50 day simple moving average is $19.25 and its 200 day simple moving average is $20.06.

Simplify Aggregate Bond ETF Company Profile

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.