Foundations Investment Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q4 | $533K | Buy |
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