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Whalen Wealth Management’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

Whalen Wealth Management’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 		$837K Buy
63,740
+19,600
+44% +$264K 0.45% 58
2025
Q4 		$596K Buy
+44,140
New +$608K 0.32% 79

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 $76.5M AUM 21.17% 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
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Whalen Wealth Management's TYA Position: Q1 2026 in Review

Whalen Wealth Management increased its Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) stake by 44% in Q1 2026, buying an estimated $264K and bringing the position to 63,740 shares worth $837K. The position accounts for 0.45% of the portfolio, ranked #58.

Whalen Wealth Management first reported a position in TYA in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold TYA as of Q1 2026.

  • Whalen Wealth Management held 63,740 shares of Simplify Intermediate Term Treasury Futures Strategy ETF worth $837K as of Q1 2026.
  • Whalen Wealth Management bought 19,600 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $264K.
  • Simplify Intermediate Term Treasury Futures Strategy ETF made up 0.45% of Whalen Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Whalen Wealth Management first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.