— Know what they know.
Not Investment Advice

AGGH

Simplify Aggregate Bond ETF
1W: -1.1% 1M: -2.8% 3M: -2.8% YTD: -1.4% 1Y: +1.3% 3Y: +13.4%
$20.19
+0.02 (+0.10%)
After Hours: $20.56 (+0.37, +1.83%)
ETF AMEX · AUM $295.8M
ETF-Level Metrics
AUM$296M
Holdings1
Top 10 Wt93.0%
Beta1.09
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 1 93.0%
Other 11 7.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 12 of 12 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ISHARES CORE US AGGREGATE BOND ETF AGG 93.00% $360.7M 3,625,789 $138.4B Financial Services
2 IRS R SOFR 12/15/2027 12/15/2037 Swap 10.75% $41.7M 41,700,000
3 TII 2 1/8 01/15/35 Govt Bond 5.91% $22.9M 21,600,000
4 Cash Cash 0.82% $3.2M 3,190,810
5 B 4/14/26 Govt Bond 0.57% $2.2M 2,200,000
6 B 3/31/26 Govt Bond 0.21% $799,125 800,000
7 US Bond Fut Opt May26C 120 Bond -0.02% $-60,156 -350
8 US Bond Fut Opt May26P 109 Bond -0.02% $-82,031 -350
9 US Bond Fut Opt May26C 119 Bond -0.02% $-82,031 -350
10 US 10YR Fut Opt Apr26P 112 Private -0.11% $-411,250 -470
11 CDX IG CDSI 45 5Y Swap -0.36% $-1,412,899 -80,000,000
12 IRS P 3.896 12/15/2027 12/15/2037 Swap -10.73% $-41,615,900 -41,700,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms