Magnolia Private Wealth’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Magnolia Private Wealth’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	$4.15M	Buy	438,053 +154,540	+55%	+$2.08M	2.77%	9
2025 Q4	$3.83M	Buy	283,513 +17,604	+7%	+$242K	2.67%	9
2025 Q3	$3.22M	Buy	265,909 +47,165	+22%	+$634K	2.36%	9
2025 Q2	$2.95M	Buy	218,744 +121,461	+125%	+$1.59M	2.29%	10
2025 Q1	$370K	Buy	+97,283	New	+$1.23M	0.3%	72

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

SWM

Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return

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

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Magnolia Private Wealth's TYA Position: Q1 2026 in Review

Magnolia Private Wealth increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 55% in Q1 2026, buying an estimated $2.08M and bringing the position to 438,053 shares worth $4.15M. The position accounts for 2.77% of the portfolio, ranked #9.

Magnolia Private Wealth first reported a position in TYA in Q1 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold TYA as of Q1 2026.

Magnolia Private Wealth held 438,053 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $4.15M as of Q1 2026.
Magnolia Private Wealth bought 154,540 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $2.08M.
Simplify Intermediate Term Treasury Futures Strategy ETF made up 2.77% of Magnolia Private Wealth's portfolio in Q1 2026, its #9 holding.
Magnolia Private Wealth first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q1 2025 and has held it in 5 quarters since.
30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.