B.O.S.S. Retirement Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

B.O.S.S. Retirement Advisors’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
2025 Q4	–	Sell	-37,776	Closed	-$514K	–	207
2025 Q3	$514K	Sell	37,776 -140,850	-79%	-$1.89M	0.12%	123
2025 Q2	$2.41M	Buy	178,626 +6,325	+4%	+$82.8K	0.61%	37
2025 Q1	$2.28M	Buy	172,301 +32,180	+23%	+$406K	0.66%	36
2024 Q4	$1.72M	Buy	+140,121	New	+$1.83M	0.48%	47
2024 Q1	–	Sell	-54,980	Closed	-$781K	–	223
2023 Q4	$781K	Buy	54,980 +1,004	+2%	+$13K	0.15%	159
2023 Q3	$686K	Buy	53,976 +2,732	+5%	+$37.9K	0.15%	170
2023 Q2	$753K	Buy	+51,244	New	+$813K	0.16%	168

Other funds holding TYA

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

B.O.S.S. Retirement Advisors's TYA Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2025, closing a stake of 37,776 shares — an estimated $514K sold.

B.O.S.S. Retirement Advisors first reported a position in TYA in Q2 2023 and held it in 7 quarters. The position peaked at $2.41M in Q2 2025. 34 funds tracked by Wall St. Rank hold TYA as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 37,776 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $514K.
B.O.S.S. Retirement Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2023 and held it in 7 quarters.
B.O.S.S. Retirement Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $2.41M in Q2 2025.
34 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.