True Wealth Design’s Simplify Bond Bull ETF RFIX Stock Holding History

True Wealth Design’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
2026 Q3	–	Sell	-168,484	Closed	-$6.59M	–	2816
2026 Q2	$6.59M	Sell	168,484 -308	-0.2%	-$12K	1.57%	10
2026 Q1	$6.83M	Buy	168,792 +2,380	+1%	+$93.2K	1.89%	10
2025 Q4	$6.04M	Buy	166,412 +7,973	+5%	+$328K	1.77%	10
2025 Q3	$6.77M	Buy	158,439 +10,426	+7%	+$458K	2.07%	10
2025 Q2	$7.2M	Buy	+148,013	New	+$7.36M	2.54%	10

Other funds holding RFIX

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

True Wealth Design's RFIX Position: Q3 2026 in Review

True Wealth Design sold out of Simplify Bond Bull ETF (RFIX) in Q3 2026, closing a stake of 168,484 shares — an estimated $6.59M sold.

True Wealth Design first reported a position in RFIX in Q2 2025 and held it in 5 quarters. The position peaked at $7.2M in Q2 2025. 3 funds tracked by Wall St. Rank hold RFIX as of Q3 2026.

True Wealth Design reported no remaining Simplify Bond Bull ETF position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 168,484 Simplify Bond Bull ETF shares in Q3 2026, an estimated $6.59M.
True Wealth Design first reported a position in Simplify Bond Bull ETF in Q2 2025 and held it in 5 quarters.
True Wealth Design's Simplify Bond Bull ETF position peaked at $7.2M in Q2 2025.
3 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.