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Harbor Investment Advisory’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Harbor Investment Advisory’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
2026
Q2 		$26K Hold
600
– – ﹤0.01% 890
2026
Q1 		$27.7K Hold
600
– – ﹤0.01% 723
2025
Q4 		$28.8K Buy
+600
New +$28.5K ﹤0.01% 757
2021
Q4 		– Sell
-13,663
Closed -$556K – 1346
2021
Q3 		$556K Sell
13,663
-183
-1% -$7.31K 0.08% 210
2021
Q2 		$573K Buy
+13,846
New +$645K 0.08% 210

Other funds holding PFIX

HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Harbor Investment Advisory's PFIX Position: Q2 2026 in Review

Harbor Investment Advisory held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q2 2026 at 600 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Harbor Investment Advisory first reported a position in PFIX in Q2 2021 and has held it in 5 quarters since. The position peaked at $573K in Q2 2021. 8 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Harbor Investment Advisory held 600 shares of Simplify Interest Rate Hedge ETF worth $26K as of Q2 2026.
  • Harbor Investment Advisory left its Simplify Interest Rate Hedge ETF share count unchanged in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #890 holding.
  • Harbor Investment Advisory first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and has held it in 5 quarters since.
  • Harbor Investment Advisory's Simplify Interest Rate Hedge ETF position peaked at $573K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.