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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
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 +$9.75M 3.54% 8

Other funds holding TYA

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
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

True Wealth Design's TYA Position: Q2 2026 in Review

True Wealth Design increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 65% in Q2 2026, buying an estimated $7.57M and bringing the position to 1,490,531 shares worth $19M. The position accounts for 4.53% of the portfolio, ranked #6.

True Wealth Design first reported a position in TYA in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold TYA as of Q2 2026.

  • True Wealth Design held 1,490,531 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $19M as of Q2 2026.
  • True Wealth Design bought 588,177 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $7.57M.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 4.53% of True Wealth Design's portfolio in Q2 2026, its #6 holding.
  • True Wealth Design first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.