EP Wealth Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

EP Wealth Advisors’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
2025 Q2	$163K	Sell
2025 Q1	$184K	Sell
2024 Q4	$203K	Buy
2024 Q3	$162K	Hold
2024 Q2	$188K	Hold
2024 Q1	$180K	Hold
2023 Q4	$165K	Hold
2023 Q3	$214K	Buy
2023 Q1	–	Sell
2022 Q4	$218K	Buy