Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Northwestern Mutual 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
2024
Q4 		– Sell
-216
Closed -$3.1K – 3890
2024
Q3 		$3.1K Buy
+216
New +$3.03K ﹤0.01% 3026

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 $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 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 $328M AUM 17.54% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's TYA Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2024, closing a stake of 216 shares — an estimated $3.1K sold.

Northwestern Mutual Wealth Management first reported a position in TYA in Q3 2024 and held it in 1 quarter. The position peaked at $3.1K in Q3 2024. 35 funds tracked by Wall St. Rank hold TYA as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 216 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2024, an estimated $3.1K.
  • Northwestern Mutual Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $3.1K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.