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Intrepid Family Office’s Simplify Bond Bull ETF RFIX Stock Holding History

Intrepid Family Office’s Portfolio RFIX Stock Details RFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,000
Closed -$641K – 46
2025
Q3 		$641K Hold
15,000
– – 0.54% 29
2025
Q2 		$713K Hold
15,000
– – 0.58% 31
2025
Q1 		$802K Buy
+15,000
New +$783K 1.13% 23

Other funds holding RFIX

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Mount Lucas Management
Mount Lucas Management Newtown, Pennsylvania $333M AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Intrepid Family Office's RFIX Position: Q4 2025 in Review

Intrepid Family Office sold out of Simplify Bond Bull ETF (RFIX) in Q4 2025, closing a stake of 15,000 shares — an estimated $641K sold.

Intrepid Family Office first reported a position in RFIX in Q1 2025 and held it in 3 quarters. The position peaked at $802K in Q1 2025. 10 funds tracked by Wall St. Rank hold RFIX as of Q4 2025.

  • Intrepid Family Office reported no remaining Simplify Bond Bull ETF position as of Q4 2025 after selling out during the quarter.
  • Intrepid Family Office sold 15,000 Simplify Bond Bull ETF shares in Q4 2025, an estimated $641K.
  • Intrepid Family Office first reported a position in Simplify Bond Bull ETF in Q1 2025 and held it in 3 quarters.
  • Intrepid Family Office's Simplify Bond Bull ETF position peaked at $802K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q4 2025.

Based on Intrepid Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.