WWM
RFIX

Whalen Wealth Management’s Simplify Bond Bull ETF RFIX Stock Holding History

Whalen Wealth Management’s Portfolio RFIX Stock Details RFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,275
Closed -$496K – 236
2025
Q1 		$496K Buy
+9,275
New +$496K 0.33% 62