Private Client Services LLC Invests $978,000 in Simplify Bond Bull ETF $RFIX

Private Client Services LLC purchased a new stake in Simplify Bond Bull ETF (NYSEARCA:RFIX) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 22,888 shares of the company’s stock, valued at approximately $978,000.

Several other large investors have also recently added to or reduced their stakes in the company. Steward Partners Investment Advisory LLC bought a new stake in shares of Simplify Bond Bull ETF in the second quarter valued at about $64,000. Cove Street Capital LLC acquired a new stake in Simplify Bond Bull ETF during the first quarter worth approximately $70,000. Montag A & Associates Inc. bought a new position in Simplify Bond Bull ETF during the 2nd quarter worth $76,000. Ancora Advisors LLC acquired a new position in Simplify Bond Bull ETF in the 1st quarter valued at $102,000. Finally, Northwestern Mutual Wealth Management Co. bought a new stake in shares of Simplify Bond Bull ETF during the 2nd quarter valued at $195,000.

Simplify Bond Bull ETF Price Performance

RFIX opened at $37.80 on Monday. Simplify Bond Bull ETF has a 52-week low of $37.80 and a 52-week high of $58.95. The business’s fifty day moving average is $41.42 and its 200-day moving average is $43.44.

About Simplify Bond Bull ETF

The Simplify Downside Interest Rate Hedge Strategy ETF (RFIX) is an exchange-traded fund that mostly invests in spreads alternatives. The fund is actively managed, seeking interest rate protection against the decrease in long-term interest rates and income generation in volatile market conditions. Investments include OTC interest-rate derivatives, US Treasurys, TIPS, and investment-grade bonds of any maturities. RFIX was launched on Dec 9, 2024 and is issued by Simplify.