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Legacy Wealth Management (Idaho)’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$33.2K Sell
2,526
-1,450
-36% -$19.5K 0.02% 325
2025
Q4 		$53.7K Buy
3,976
+2,526
+174% +$34.8K 0.03% 210
2025
Q3 		$19.7K Buy
+1,450
New +$19.5K 0.01% 270

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

Legacy Wealth Management (Idaho)'s TYA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 36% in Q1 2026, selling an estimated $19.5K and leaving 2,526 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #325.

Legacy Wealth Management (Idaho) first reported a position in TYA in Q3 2025 and has held it in 3 quarters since. The position peaked at $53.7K in Q4 2025. 30 funds tracked by Wall St. Rank hold TYA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 2,526 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $33.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 1,450 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $19.5K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #325 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $53.7K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.