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Compass Wealth Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Compass Wealth 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
Q2 		$210K Buy
+6,000
New +$213K 0.04% 165

Other funds holding TBT

CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Susquehanna International Group
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
EF
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
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

Compass Wealth Management's TBT Position: Q2 2026 in Review

Compass Wealth Management opened a new position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2026: 6,000 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings.

58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

  • Compass Wealth Management held 6,000 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $210K as of Q2 2026.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury was a new Compass Wealth Management position in Q2 2026.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury made up 0.04% of Compass Wealth Management's portfolio in Q2 2026, its #165 holding.
  • 58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.