Whalen Wealth Management Inc. Acquires Shares of 44,140 Simplify Intermediate Term Treasury Futures Strategy ETF $TYA

Whalen Wealth Management Inc. acquired a new position in Simplify Intermediate Term Treasury Futures Strategy ETF (BATS:TYA) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 44,140 shares of the company’s stock, valued at approximately $596,000. Whalen Wealth Management Inc. owned 0.39% of Simplify Intermediate Term Treasury Futures Strategy ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the business. Continuum Advisory LLC purchased a new position in Simplify Intermediate Term Treasury Futures Strategy ETF during the third quarter worth approximately $2,094,000. Private Client Services LLC acquired a new position in shares of Simplify Intermediate Term Treasury Futures Strategy ETF during the 3rd quarter worth approximately $1,050,000. Susquehanna International Group LLP lifted its position in shares of Simplify Intermediate Term Treasury Futures Strategy ETF by 749.0% during the 3rd quarter. Susquehanna International Group LLP now owns 85,287 shares of the company’s stock valued at $1,161,000 after buying an additional 75,242 shares in the last quarter. True Wealth Design LLC lifted its position in shares of Simplify Intermediate Term Treasury Futures Strategy ETF by 6.7% during the 4th quarter. True Wealth Design LLC now owns 825,844 shares of the company’s stock valued at $11,149,000 after buying an additional 51,620 shares in the last quarter. Finally, Magnolia Private Wealth LLC grew its stake in Simplify Intermediate Term Treasury Futures Strategy ETF by 21.6% in the 3rd quarter. Magnolia Private Wealth LLC now owns 265,909 shares of the company’s stock valued at $3,619,000 after acquiring an additional 47,165 shares during the period.

Simplify Intermediate Term Treasury Futures Strategy ETF Price Performance

Shares of BATS TYA opened at $13.13 on Friday. The firm has a fifty day moving average of $13.45 and a 200 day moving average of $13.62. Simplify Intermediate Term Treasury Futures Strategy ETF has a one year low of $12.50 and a one year high of $14.13.

Simplify Intermediate Term Treasury Futures Strategy ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Friday, February 27th. Stockholders of record on Tuesday, February 24th were given a $0.03 dividend. This represents a c) annualized dividend and a dividend yield of 2.7%. This is a positive change from Simplify Intermediate Term Treasury Futures Strategy ETF’s previous monthly dividend of $0.02. The ex-dividend date was Tuesday, February 24th.

Simplify Intermediate Term Treasury Futures Strategy ETF Company Profile

The Simplify Risk Parity Treasury ETF (TYA) is an exchange-traded fund that is based on the ICE 20plus Year US Treasury index. The fund seeks to match or outperform a US Treasury 20+ year index for a calendar quarter. The portfolio utilizes futures, call, and put options on US Treasury futures, ETFs, and government securities. TYA was launched on Sep 27, 2021 and is managed by Simplify.