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Client First Investment Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Client First Investment Management’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
Q1 		– Sell
-27,030
Closed -$944K – 35
2025
Q4 		$944K Buy
+27,030
New +$908K 0.5% 17
2025
Q1 		– Sell
-87,644
Closed -$3.21M – 22
2024
Q4 		$3.21M Buy
+87,644
New +$2.95M 2.06% 9

Other funds holding TBT

CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

Client First Investment Management's TBT Position: Q1 2026 in Review

Client First Investment Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2026, closing a stake of 27,030 shares — an estimated $944K sold.

Client First Investment Management first reported a position in TBT in Q4 2024 and held it in 2 quarters. The position peaked at $3.21M in Q4 2024. 50 funds tracked by Wall St. Rank hold TBT as of Q1 2026.

  • Client First Investment Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2026 after selling out during the quarter.
  • Client First Investment Management sold 27,030 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2026, an estimated $944K.
  • Client First Investment Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2024 and held it in 2 quarters.
  • Client First Investment Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $3.21M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2026.

Based on Client First Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.