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 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LBC

Lane Brothers & Co Prescott, Arizona $153M AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

True Wealth Design's RFIX Position: Q2 2026 in Review

True Wealth Design reduced its Simplify Bond Bull ETF (RFIX) stake by 0.18% in Q2 2026, selling an estimated $12K and leaving 168,484 shares worth $6.59M. The position accounts for 1.57% of the portfolio, ranked #10.

True Wealth Design first reported a position in RFIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.2M in Q2 2025. 13 funds tracked by Wall St. Rank hold RFIX as of Q2 2026.

True Wealth Design held 168,484 shares of Simplify Bond Bull ETF worth $6.59M as of Q2 2026.
True Wealth Design sold 308 Simplify Bond Bull ETF shares in Q2 2026, an estimated $12K.
Simplify Bond Bull ETF made up 1.57% of True Wealth Design's portfolio in Q2 2026, its #10 holding.
True Wealth Design first reported a position in Simplify Bond Bull ETF in Q2 2025 and has held it in 5 quarters since.
True Wealth Design's Simplify Bond Bull ETF position peaked at $7.2M in Q2 2025.
13 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.