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Bolthouse Investments’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Bolthouse Investments’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,119
Closed -$512K – 81
2024
Q4 		$512K Buy
+24,119
New +$523K 0.47% 46

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MAWAG
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AWM
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LJAC
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TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AA
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FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Bolthouse Investments's TUA Position: Q1 2025 in Review

Bolthouse Investments sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 24,119 shares — an estimated $512K sold.

Bolthouse Investments first reported a position in TUA in Q4 2024 and held it in 1 quarter. The position peaked at $512K in Q4 2024. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • Bolthouse Investments reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Bolthouse Investments sold 24,119 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $512K.
  • Bolthouse Investments first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Bolthouse Investments's Simplify Short Term Treasury Futures Strategy ETF position peaked at $512K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on Bolthouse Investments's 13F filing for Q1 2025, filed 29 Apr 2025.