Cerity Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Cerity Partners’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	$392K	Buy	11,213 +69	+0.6%	+$2.45K	﹤0.01%	2595
2026 Q1	$392K	Buy	11,144 +54	+0.5%	+$1.85K	﹤0.01%	2429
2025 Q4	$388K	Buy	11,090 +98	+0.9%	+$3.29K	﹤0.01%	2259
2025 Q3	$371K	Buy	10,992 +177	+2%	+$6.29K	﹤0.01%	2150
2025 Q2	$379K	Buy	10,815 +81	+0.8%	+$2.94K	﹤0.01%	2021
2025 Q1	$361K	Hold	10,734	–	–	﹤0.01%	1929
2024 Q4	$393K	Buy	10,734 +251	+2%	+$8.45K	﹤0.01%	1900
2024 Q3	$312K	Buy	10,483 +167	+2%	+$5.21K	﹤0.01%	2028
2024 Q2	$355K	Hold	10,316	–	–	﹤0.01%	1723
2024 Q1	$340K	Sell	10,316 -146	-1%	-$4.84K	﹤0.01%	1797
2023 Q4	$316K	Buy	10,462 +173	+2%	+$6.49K	﹤0.01%	1490
2023 Q3	$404K	Buy	+10,289	New	+$347K	﹤0.01%	1044
2017 Q2	–	Sell	-8,400	Closed	-$290K	–	429
2017 Q1	$290K	Buy	+8,400	New	+$335K	0.02%	342

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

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

WIM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VAM

Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return

Cerity Partners's TBT Position: Q2 2026 in Review

Cerity Partners increased its ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) stake by 0.62% in Q2 2026, buying an estimated $2.45K and bringing the position to 11,213 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Cerity Partners first reported a position in TBT in Q1 2017 and has held it in 13 quarters since. The position peaked at $404K in Q3 2023. 50 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

Cerity Partners held 11,213 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $392K as of Q2 2026.
Cerity Partners bought 69 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2026, an estimated $2.45K.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2595 holding.
Cerity Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2017 and has held it in 13 quarters since.
Cerity Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $404K in Q3 2023.
50 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.