Creative Planning
TBT icon

Creative Planning’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Creative Planning’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
2015
Q2 		– Sell
-800
Closed -$1K – 2805
2015
Q1 		$1K Buy
+800
New +$34.1K ﹤0.01% 4070

Other funds holding TBT

Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's TBT Position: Q2 2022 in Review

Creative Planning sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2022, closing a stake of 6 shares.

Creative Planning first reported a position in TBT in Q2 2013 and held it in 21 quarters. The position peaked at $661K in Q4 2016. 112 funds tracked by Wall St. Rank hold TBT as of Q2 2022.

  • Creative Planning reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 6 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2022.
  • Creative Planning first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 21 quarters.
  • Creative Planning's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $661K in Q4 2016.
  • 112 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.