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

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

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. 4 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.
4 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.