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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
Q2 		$4.59M Buy
481,039
+42,986
+10% +$553K 2.52% 7
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 $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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Magnolia Private Wealth's TYA Position: Q2 2026 in Review

Magnolia Private Wealth increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 9.8% in Q2 2026, buying an estimated $553K and bringing the position to 481,039 shares worth $4.59M. The position accounts for 2.52% of the portfolio, ranked #7.

Magnolia Private Wealth first reported a position in TYA in Q1 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • Magnolia Private Wealth held 481,039 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $4.59M as of Q2 2026.
  • Magnolia Private Wealth bought 42,986 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $553K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 2.52% of Magnolia Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Magnolia Private Wealth first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.