Bank of America
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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
Q2 		– Sell
-900
Closed -$43.6K – 8602
2025
Q1 		$43.6K Buy
+900
New +$45.8K ﹤0.01% 6785

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HH
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 $1.14B AUM 37.36% 1-Year Est. Return
Citadel Advisors
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.