Financial Gravity Asset Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-280	Closed	-$8.47K	–	1312
2023 Q4	$8.47K	Buy	+280	New	+$10.5K	﹤0.01%	519
2021 Q3	$18K	Hold	281	–	–	0.01%	823
2021 Q2	$19K	Buy	+281	New	+$5.72K	0.01%	823
2019 Q2	–	Sell	-352	Closed	-$12K	–	1646
2019 Q1	$12K	Buy	+352	New	+$12.3K	0.01%	527
2018 Q3	$30K	Buy	741 +19	+3%	+$698	0.03%	425
2018 Q2	$26K	Sell	722 -654	-48%	-$24.5K	0.02%	445
2018 Q1	$52K	Buy	+1,376	New	+$51.1K	0.05%	300

Other funds holding TBT

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Gravity Asset Management's TBT Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2024, closing a stake of 280 shares — an estimated $8.47K sold.

Financial Gravity Asset Management first reported a position in TBT in Q1 2018 and held it in 7 quarters. The position peaked at $52K in Q1 2018. 65 funds tracked by Wall St. Rank hold TBT as of Q1 2024.

Financial Gravity Asset Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 280 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2024, an estimated $8.47K.
Financial Gravity Asset Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $52K in Q1 2018.
65 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.