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BlackDiamond Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

BlackDiamond Wealth Management’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
2024
Q3 		– Sell
-56,268
Closed -$787K – 174
2024
Q2 		$787K Sell
56,268
-29,264
-34% -$373K 0.52% 50
2024
Q1 		$1.14M Sell
85,532
-74
-0.1% -$1K 0.81% 37
2023
Q4 		$1.16M Buy
+85,606
New +$1.11M 0.85% 36

Other funds holding TYA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

BlackDiamond Wealth Management's TYA Position: Q3 2024 in Review

BlackDiamond Wealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2024, closing a stake of 56,268 shares — an estimated $787K sold.

BlackDiamond Wealth Management first reported a position in TYA in Q4 2023 and held it in 3 quarters. The position peaked at $1.16M in Q4 2023. 30 funds tracked by Wall St. Rank hold TYA as of Q3 2024.

  • BlackDiamond Wealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 56,268 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2024, an estimated $787K.
  • BlackDiamond Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2023 and held it in 3 quarters.
  • BlackDiamond Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.16M in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.