True Wealth Design
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
Q3 		$23.7K Hold
799
– – 0.01% 762
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

WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Wright Wealth
Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Aspect Partners
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

True Wealth Design held its Return Stacked Global Stocks & Bonds ETF (RSSB) position steady in Q3 2026 at 799 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #762.

True Wealth Design first reported a position in RSSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $24.6K in Q2 2026. 31 funds tracked by Wall St. Rank hold RSSB as of Q3 2026.

  • True Wealth Design held 799 shares of Return Stacked Global Stocks & Bonds ETF worth $23.7K as of Q3 2026.
  • True Wealth Design left its Return Stacked Global Stocks & Bonds ETF share count unchanged in Q3 2026.
  • Return Stacked Global Stocks & Bonds ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #762 holding.
  • True Wealth Design first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Return Stacked Global Stocks & Bonds ETF position peaked at $24.6K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2026.

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