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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 		$9.96M 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 		$9.73M 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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
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 $76.5M AUM 21.17% 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
GLR
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.