True Wealth Design’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

True Wealth Design’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	–	Sell	-1,490,531	Closed	-$19M	–	2786
2026 Q2	$19M	Buy	1,490,531 +588,177	+65%	+$7.57M	4.53%	6
2026 Q1	$11.8M	Buy	902,354 +76,510	+9%	+$1.03M	3.29%	7
2025 Q4	$11.1M	Buy	825,844 +51,620	+7%	+$711K	3.27%	8
2025 Q3	$10.5M	Buy	774,224 +29,131	+4%	+$392K	3.22%	8
2025 Q2	$10.1M	Buy	+745,093	New	+$9.8M	3.54%	8

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

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

True Wealth Design's TYA Position: Q3 2026 in Review

True Wealth Design sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q3 2026, closing a stake of 1,490,531 shares — an estimated $19M sold.

True Wealth Design first reported a position in TYA in Q2 2025 and held it in 5 quarters. The position peaked at $19M in Q2 2026. 4 funds tracked by Wall St. Rank hold TYA as of Q3 2026.

True Wealth Design reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 1,490,531 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $19M.
True Wealth Design first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2025 and held it in 5 quarters.
True Wealth Design's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $19M in Q2 2026.
4 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.