Integrated Wealth Concepts’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $597K | Buy |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $684K | Sell |
|
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|
2024
Q1 | $2.69M | Buy |
|
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|
2023
Q4 | $2.26M | Buy |
|
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $3.46M | Sell |
|
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|
2022
Q3 | $3.84M | Buy |
|
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $659K | Buy |
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|
2021
Q3 | $353K | Buy |
|