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RSSB icon

True Wealth Design’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

True Wealth Design’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.6K Hold
799
– – 0.01% 742
2026
Q1 		$21.7K Buy
799
+47
+6% +$1.34K 0.01% 680
2025
Q4 		$21.1K Hold
752
– – 0.01% 587
2025
Q3 		$21.2K Hold
752
– – 0.01% 589
2025
Q2 		$19.7K Buy
+752
New +$18.1K 0.01% 383

Other funds holding RSSB

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

True Wealth Design held its Return Stacked Global Stocks & Bonds ETF (RSSB) position steady in Q2 2026 at 799 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #742.

True Wealth Design first reported a position in RSSB in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • True Wealth Design held 799 shares of Return Stacked Global Stocks & Bonds ETF worth $24.6K as of Q2 2026.
  • True Wealth Design left its Return Stacked Global Stocks & Bonds ETF share count unchanged in Q2 2026.
  • Return Stacked Global Stocks & Bonds ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #742 holding.
  • True Wealth Design first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

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