SWM
Stapp Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
279,978
-1,331
| -0.5% | -$18K | 5.43% | 7 |
|
|
2025
Q1 | $3.72M | Buy |
281,309
+18,568
| +7% | +$246K | 5.73% | 6 |
|
|
2024
Q4 | $3.22M | Buy |
262,741
+16,548
| +7% | +$203K | 5.03% | 6 |
|
|
2024
Q3 | $3.54M | Buy |
246,193
+1,005
| +0.4% | +$14.4K | 5.71% | 6 |
|
|
2024
Q2 | $3.18M | Buy |
245,188
+20,576
| +9% | +$266K | 5.5% | 6 |
|
|
2024
Q1 | $3M | Buy |
224,612
+13,878
| +7% | +$185K | 5.23% | 6 |
|
|
2023
Q4 | $2.99M | Buy |
210,734
+9,339
| +5% | +$133K | 5.03% | 6 |
|
|
2023
Q3 | $2.56M | Buy |
201,395
+1,043
| +0.5% | +$13.3K | 4.93% | 8 |
|
|
2023
Q2 | $2.95M | Buy |
200,352
+4,510
| +2% | +$66.3K | 5.83% | 5 |
|
|
2023
Q1 | $3.19M | Buy |
195,842
+181,892
| +1,304% | +$2.96M | 4.37% | 6 |
|
|
2022
Q4 | $211K | Sell |
13,950
-160
| -1% | -$2.42K | 0.51% | 18 |
|
|
2022
Q3 | $215K | Buy |
+14,110
| New | +$215K | 0.63% | 17 |
|