Private Client Services’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Private Client Services’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	$691K	Sell	54,090 -29,830	-36%	-$384K	0.18%	102
2026 Q1	$1.1M	Buy	83,920 +6,247	+8%	+$84.1K	0.33%	62
2025 Q4	$1.05M	Buy	77,673 +535	+0.7%	+$7.37K	0.33%	59
2025 Q3	$1.05M	Buy	+77,138	New	+$1.04M	0.35%	60

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Private Client Services's TYA Position: Q2 2026 in Review

Private Client Services reduced its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 36% in Q2 2026, selling an estimated $384K and leaving 54,090 shares worth $691K. The position accounts for 0.18% of the portfolio, ranked #102.

Private Client Services first reported a position in TYA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 5 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

Private Client Services held 54,090 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $691K as of Q2 2026.
Private Client Services sold 29,830 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $384K.
Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.18% of Private Client Services's portfolio in Q2 2026, its #102 holding.
Private Client Services first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
Private Client Services's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.1M in Q1 2026.
5 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.