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

Dynasty 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
2018
Q2 		– Sell
-9,039
Closed -$328K – 82
2018
Q1 		$328K Buy
9,039
+426
+5% +$15.8K 0.14% 40
2017
Q4 		$291K Buy
+8,613
New +$300K 0.5% 63

Other funds holding TBT

TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

Dynasty Wealth Management's TBT Position: Q2 2018 in Review

Dynasty Wealth Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2018, closing a stake of 9,039 shares — an estimated $328K sold.

Dynasty Wealth Management first reported a position in TBT in Q4 2017 and held it in 2 quarters. The position peaked at $328K in Q1 2018. 130 funds tracked by Wall St. Rank hold TBT as of Q2 2018.

  • Dynasty Wealth Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 9,039 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2018, an estimated $328K.
  • Dynasty Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2017 and held it in 2 quarters.
  • Dynasty Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $328K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2018.

Based on Dynasty Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.