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 Q3	$644K	Buy	58,837 +4,747	+9%	+$57.6K	0.17%	107
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%	+$7.36K	0.33%	59
2025 Q3	$1.05M	Buy	+77,138	New	+$1.04M	0.35%	60

Other funds holding TYA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Private Client Services's TYA Position: Q3 2026 in Review

Private Client Services increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 8.8% in Q3 2026, buying an estimated $57.6K and bringing the position to 58,837 shares worth $644K. The position accounts for 0.17% of the portfolio, ranked #107.

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

Private Client Services held 58,837 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $644K as of Q3 2026.
Private Client Services bought 4,747 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $57.6K.
Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.17% of Private Client Services's portfolio in Q3 2026, its #107 holding.
Private Client Services first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q3 2025 and has held it in 5 quarters since.
Private Client Services's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $1.1M in Q1 2026.
4 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.