OneDigital Investment Advisors’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

OneDigital Investment Advisors’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
2023 Q4	–	Sell	-261,084	Closed	-$3.32M	–	1148
2023 Q3	$3.32M	Buy	261,084 +29,496	+13%	+$409K	0.07%	202
2023 Q2	$3.4M	Buy	231,588 +37,273	+19%	+$591K	0.08%	191
2023 Q1	$3.16M	Buy	194,315 +34,788	+22%	+$549K	0.07%	199
2022 Q4	$2.42M	Buy	159,527 +138,877	+673%	+$2.13M	0.07%	227
2022 Q3	$315K	Buy	+20,650	New	+$366K	0.01%	589

Other funds holding TYA

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

OneDigital Investment Advisors's TYA Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2023, closing a stake of 261,084 shares — an estimated $3.32M sold.

OneDigital Investment Advisors first reported a position in TYA in Q3 2022 and held it in 5 quarters. The position peaked at $3.4M in Q2 2023. 24 funds tracked by Wall St. Rank hold TYA as of Q4 2023.

OneDigital Investment Advisors reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 261,084 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2023, an estimated $3.32M.
OneDigital Investment Advisors first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2022 and held it in 5 quarters.
OneDigital Investment Advisors's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $3.4M in Q2 2023.
24 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.