Aptus Capital Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Aptus Capital Advisors’s Portfolio TBT Stock Details TBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.87K	Buy	82 +1	+1%	+$36	﹤0.01%	1703
2026 Q1	$2.85K	Sell	81 -51	-39%	-$1.75K	﹤0.01%	1605
2025 Q4	$4.61K	Buy	132 +81	+159%	+$2.72K	﹤0.01%	1558
2025 Q3	$1.72K	Hold	51	–	–	﹤0.01%	1551
2025 Q2	$1.79K	Sell	51 -500	-91%	-$18.1K	﹤0.01%	1481
2025 Q1	$18.5K	Hold	551	–	–	﹤0.01%	1217
2024 Q4	$20.2K	Buy	551 +500	+980%	+$16.8K	﹤0.01%	1213
2024 Q3	$1.52K	Hold	51	–	–	﹤0.01%	1202
2024 Q2	$1.76K	Hold	51	–	–	﹤0.01%	1118
2024 Q1	$1.68K	Hold	51	–	–	﹤0.01%	1140
2023 Q4	$1.54K	Hold	51	–	–	﹤0.01%	874
2023 Q3	$2K	Hold	51	–	–	﹤0.01%	864
2023 Q2	$1.5K	Hold	51	–	–	﹤0.01%	770
2023 Q1	$1.43K	Buy	+51	New	+$1.5K	﹤0.01%	764

Other funds holding TBT

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Aptus Capital Advisors's TBT Position: Q2 2026 in Review

Aptus Capital Advisors increased its ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) stake by 1.2% in Q2 2026, buying an estimated $36 and bringing the position to 82 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Aptus Capital Advisors first reported a position in TBT in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.2K in Q4 2024. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

Aptus Capital Advisors held 82 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $2.87K as of Q2 2026.
Aptus Capital Advisors bought 1 ProShares Trust UltraShort Lehman 20+ Year Treasury share in Q2 2026, an estimated $36.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1703 holding.
Aptus Capital Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2023 and has held it in 14 quarters since.
Aptus Capital Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $20.2K in Q4 2024.
58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.