WealthPlan Investment Management LLC Makes New Investment in Simplify Aggregate Bond ETF $AGGH

WealthPlan Investment Management LLC acquired a new position in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 258,407 shares of the company’s stock, valued at approximately $5,349,000. WealthPlan Investment Management LLC owned approximately 1.48% of Simplify Aggregate Bond ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Sound Income Strategies LLC raised its position in Simplify Aggregate Bond ETF by 588.7% in the fourth quarter. Sound Income Strategies LLC now owns 1,832 shares of the company’s stock worth $38,000 after acquiring an additional 1,566 shares in the last quarter. NBC Securities Inc. purchased a new position in Simplify Aggregate Bond ETF in the fourth quarter worth $42,000. International Assets Investment Management LLC purchased a new position in Simplify Aggregate Bond ETF in the fourth quarter worth $53,000. Stance Capital LLC purchased a new position in Simplify Aggregate Bond ETF in the third quarter worth $66,000. Finally, Guerra Advisors Inc purchased a new position in Simplify Aggregate Bond ETF in the third quarter worth $158,000.

Simplify Aggregate Bond ETF Trading Down 0.8%

NYSEARCA:AGGH opened at $20.15 on Friday. The stock has a fifty day moving average price of $20.42 and a two-hundred day moving average price of $20.67. Simplify Aggregate Bond ETF has a 1 year low of $19.77 and a 1 year high of $21.02.

Simplify Aggregate Bond ETF 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.