Bank of America’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Bank of America’s Portfolio PFIX Stock Details PFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-429	Closed	-$21.8K	–	8489
2024 Q4	$22.5K	Buy	+429	New	+$20.5K	﹤0.01%	6828
2023 Q2	–	Sell	-21	Closed	-$1.28K	–	7881
2023 Q1	$1.28K	Sell	21 -214	-91%	-$13.5K	﹤0.01%	7274
2022 Q4	$16.8K	Buy	+235	New	+$16.5K	﹤0.01%	6786

Other funds holding PFIX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America's PFIX Position: Q1 2025 in Review

Bank of America sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2025, closing a stake of 429 shares — an estimated $21.8K sold.

Bank of America first reported a position in PFIX in Q4 2022 and held it in 3 quarters. The position peaked at $22.5K in Q4 2024. 39 funds tracked by Wall St. Rank hold PFIX as of Q1 2025.

Bank of America reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2025 after selling out during the quarter.
Bank of America sold 429 Simplify Interest Rate Hedge ETF shares in Q1 2025, an estimated $21.8K.
Bank of America first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 3 quarters.
Bank of America's Simplify Interest Rate Hedge ETF position peaked at $22.5K in Q4 2024.
39 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.