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The Simplify Short Term Treasury Futures Strategy ETF (TUA) endeavors to generate a total return, prior to expenses and fees, that at least equals, or ideally exceeds, the performance of the ICE US Treasury 7-10 Year Bond Index. This performance target is strictly evaluated and pursued on a quarterly calendar cycle, and not across alternative time horizons. The fund's approach involves strategically deploying investments in Treasury futures, concentrating on the shorter end of the yield curve, to mirror the duration characteristics of the 7-10 Year US Treasury Index. It is structured to achieve substantial duration exposure using a comparatively small capital outlay. Concurrently, it aims to capitalize on the yield curve's efficiencies present at the short end, specifically through the utilization of 2-Year US Treasury futures contracts. TUA offers several applications, including serving as a more efficient substitute for less effective intermediate duration assets, enhancing the capital efficiency within shorter duration portfolio segments, or functioning as a foundational component in advanced portfolio strategies, such as risk parity models.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | US 2YR NOTE (CBT) Sep26 | 84.65% | $4.05B |
| SBIL | SIMPLIFY E GOVT MONEY MKT ETF | 13.26% | $633.73M |
| — | B 12/3/26 Govt | 0.69% | $33.03M |
| — | B 7/21/26 Govt | 0.53% | $25.53M |
| — | B 8/20/26 Govt | 0.30% | $14.42M |
| — | B 10/15/26 Govt | 0.27% | $12.85M |
| — | B 10/20/26 Govt | 0.17% | $7.90M |
| — | Cash | 0.13% | $6.41M |