Coppell Advisory Solutions’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Coppell Advisory Solutions’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	$222K	Buy	+10	New	+$355	0.02%	418
2025 Q1	–	Sell	-22	Closed	-$797	–	1685
2024 Q4	$797	Hold	22	–	–	﹤0.01%	1700
2024 Q3	$649	Hold	22	–	–	﹤0.01%	1633
2024 Q2	$758	Buy	+22	New	+$780	﹤0.01%	1535
2023 Q4	$1.96K	Buy	+65	New	+$2.44K	﹤0.01%	1298

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 40.89% 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

Coppell Advisory Solutions's TBT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2026: 10 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #418 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TBT as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in TBT in Q4 2023 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

Coppell Advisory Solutions held 10 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $222K as of Q2 2026.
ProShares Trust UltraShort Lehman 20+ Year Treasury was a new Coppell Advisory Solutions position in Q2 2026.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #418 holding.
Coppell Advisory Solutions first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2023 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.