— Know what they know.
Not Investment Advice

RFIX

Simplify Bond Bull ETF
1W: +0.8% 1M: -0.6% 3M: -3.2% YTD: +4.9% 1Y: -18.4%
$39.03
+0.35 (+0.92%)
 
Weekly Expected Move ±2.3%
$36 $37 $38 $39 $39
ETF AMEX · AUM $122.5M
Key Statistics
AUM$123M
Holdings12
Top 10 Wt123.4%
Volume1,389,951
Avg Volume539,091
Beta-0.18
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2024-12-10
Sector Allocation
Other 100.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 B 10/15/26 Govt 55.76% $29.8M 30,280,000
2 B 7/21/26 Govt 40.22% $21.5M 21,650,000
3 B 6/23/26 Govt 20.68% $11.1M 11,100,000
4 B 7/7/26 Govt 9.30% $5.0M 5,000,000
5 B 09/01/26 Govt 3.33% $1.8M 1,800,000
6 B 6/9/26 Govt 0.93% $499,073 500,000
7 B 8/11/26 Govt 0.93% $495,970 500,000
8 Cash 0.72% $383,503 383,503
9 SWAPTION R 3.00%/SOFR 3/15/32-10Y NOM -1.91% $-1,020,325 75,000,000
10 SWAPTION R 3.00%/SOFR 3/15/32-10Y BOA -6.56% $-3,511,393 325,000,000

Recent Holding Changes

Date Holding Change Details
2026-03-14 B 02/24/26 Govt Removed
2026-03-14 B 5/5/26 Govt Removed
2026-03-14 SWR300GSX Removed
2026-03-14 B 3/3/26 Govt Removed
2026-03-14 B 3/31/26 Govt Removed

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms