UBS Group
TYA icon

UBS Group’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

UBS Group’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
Q1 		$131 Sell
10
-954
-99% -$12.8K ﹤0.01% 10090
2025
Q4 		$13K Buy
964
+4
+0.4% +$55 ﹤0.01% 8077
2025
Q3 		$13.1K Buy
960
+558
+139% +$7.5K ﹤0.01% 8412
2025
Q2 		$5.42K Sell
402
-459
-53% -$6.01K ﹤0.01% 9176
2025
Q1 		$11.4K Buy
+861
New +$10.9K ﹤0.01% 8559
2024
Q4 		– Sell
-3,465
Closed -$49.8K – 10398
2024
Q3 		$49.8K Buy
3,465
+3,242
+1,454% +$45.4K ﹤0.01% 6826
2024
Q2 		$2.89K Sell
223
-188
-46% -$2.4K ﹤0.01% 8289
2024
Q1 		$5.49K Sell
411
-293
-42% -$3.97K ﹤0.01% 7535
2023
Q4 		$10K Sell
704
-853
-55% -$11.1K ﹤0.01% 7460
2023
Q3 		$19.8K Sell
1,557
-8,171
-84% -$113K ﹤0.01% 6814
2023
Q2 		$143K Buy
+9,728
New +$154K ﹤0.01% 5725
2023
Q1 		– Sell
-373
Closed -$5.66K – 10390
2022
Q4 		$5.66K Sell
373
-61
-14% -$938 ﹤0.01% 9146
2022
Q3 		$7K Buy
+434
New +$7.7K ﹤0.01% 8910

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
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $187M AUM 18.9% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return