WJ Interests’s Simplify Intermediate Term Treasury Futures Strategy ETF TYA Stock Holding History

WJ Interests’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
2024 Q4	–	Sell	-636,071	Closed	-$9.14M	–	21
2024 Q3	$9.14M	Sell	636,071 -5,585	-0.9%	-$78.3K	4.03%	9
2024 Q2	$8.31M	Sell	641,656 -15,107	-2%	-$193K	4.14%	9
2024 Q1	$8.77M	Sell	656,763 -43,912	-6%	-$595K	4.63%	9
2023 Q4	$10M	Sell	700,675 -98,778	-12%	-$1.28M	6.28%	8
2023 Q3	$10.2M	Buy	799,453 +119,003	+17%	+$1.65M	7.07%	6
2023 Q2	$10.2M	Sell	680,450 -7,353	-1%	-$117K	6.7%	6
2023 Q1	$11.3M	Buy	687,803 +46,036	+7%	+$726K	7.82%	6
2022 Q4	$9.7M	Buy	641,767 +49,075	+8%	+$754K	8.07%	6
2022 Q3	$9.05M	Buy	592,692 +254,330	+75%	+$4.51M	8.07%	6
2022 Q2	$6.16M	Buy	+338,362	New	+$6.2M	4.76%	10

Other funds holding TYA

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

WJ Interests's TYA Position: Q4 2024 in Review

WJ Interests sold out of Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) in Q4 2024, closing a stake of 636,071 shares — an estimated $9.14M sold.

WJ Interests first reported a position in TYA in Q2 2022 and held it in 10 quarters. The position peaked at $11.3M in Q1 2023. 35 funds tracked by Wall St. Rank hold TYA as of Q4 2024.

WJ Interests reported no remaining Simplify Intermediate Term Treasury Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
WJ Interests sold 636,071 Simplify Intermediate Term Treasury Futures Strategy ETF shares in Q4 2024, an estimated $9.14M.
WJ Interests first reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF in Q2 2022 and held it in 10 quarters.
WJ Interests's Simplify Intermediate Term Treasury Futures Strategy ETF position peaked at $11.3M in Q1 2023.
35 funds tracked by Wall St. Rank held Simplify Intermediate Term Treasury Futures Strategy ETF as of Q4 2024.

Based on WJ Interests's 13F filing for Q4 2024, filed 4 Feb 2025.