Fidelity Investments’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Fidelity Investments’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 Q1	–	Sell	-1	Closed	-$12	–	5680
2024 Q4	$12	Hold	1	–	–	﹤0.01%	5429
2024 Q3	$14	Buy	+1	New	+$14	﹤0.01%	5402
2022 Q4	–	Sell	-1	Closed	–	–	5596
2022 Q3	$0	Buy	+1	New	+$18	﹤0.01%	5413
2022 Q1	–	Sell	-1	Closed	–	–	5491
2021 Q4	$0	Buy	+1	New	+$25	﹤0.01%	4935

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 $21.5B AUM 26.98% 1-Year Est. Return

LAS

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

HCA

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

SWM

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Fidelity Investments's TYA Position: Q1 2025 in Review

Fidelity Investments sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q1 2025, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in TYA in Q4 2021 and held it in 4 quarters. The position peaked at $14 in Q3 2024. 43 funds tracked by Wall St. Rank hold TYA as of Q1 2025.

Fidelity Investments reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Simplify Intermediate Term Treasury Futures Strategy ETF share in Q1 2025, an estimated $12.
Fidelity Investments first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2021 and held it in 4 quarters.
Fidelity Investments's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $14 in Q3 2024.
43 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.