AssetMark Inc
TYA icon

AssetMark Inc’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

AssetMark Inc’s Portfolio TYA Stock Details TYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118 Sell
9
-89
-91% -$1.2K ﹤0.01% 3368
2025
Q4 		$1.32K Buy
+98
New +$1.35K ﹤0.01% 2871

Other funds holding TYA

TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $187M AUM 18.9% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

AssetMark Inc's TYA Position: Q1 2026 in Review

AssetMark Inc reduced its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 91% in Q1 2026, selling an estimated $1.2K and leaving 9 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

AssetMark Inc first reported a position in TYA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.32K in Q4 2025. 30 funds tracked by Wall St. Rank hold TYA as of Q1 2026.

  • AssetMark Inc held 9 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $118 as of Q1 2026.
  • AssetMark Inc sold 89 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $1.2K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3368 holding.
  • AssetMark Inc first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.32K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.