Lord & Richards Wealth Management
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Lord & Richards Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-4,742
Closed -$62.7K – 154
2025
Q1 		$62.7K Buy
+4,742
New +$59.8K 0.07% 86

Other funds holding TYA

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Magnolia Private Wealth
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Lord & Richards Wealth Management's TYA Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q2 2025, closing a stake of 4,742 shares — an estimated $62.7K sold.

Lord & Richards Wealth Management first reported a position in TYA in Q1 2025 and held it in 1 quarter. The position peaked at $62.7K in Q1 2025. 46 funds tracked by Wall St. Rank hold TYA as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 4,742 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $62.7K.
  • Lord & Richards Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $62.7K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.