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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,275
Closed -$496K – 236
2025
Q1 		$496K Buy
+9,275
New +$484K 0.33% 62

Other funds holding RFIX

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TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

Whalen Wealth Management's RFIX Position: Q2 2025 in Review

Whalen Wealth Management sold out of Simplify Bond Bull ETF (RFIX) in Q2 2025, closing a stake of 9,275 shares — an estimated $496K sold.

Whalen Wealth Management first reported a position in RFIX in Q1 2025 and held it in 1 quarter. The position peaked at $496K in Q1 2025. 22 funds tracked by Wall St. Rank hold RFIX as of Q2 2025.

  • Whalen Wealth Management reported no remaining Simplify Bond Bull ETF position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 9,275 Simplify Bond Bull ETF shares in Q2 2025, an estimated $496K.
  • Whalen Wealth Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Simplify Bond Bull ETF position peaked at $496K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.