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Foundations Investment Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Foundations Investment 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 		– Sell
-9,407
Closed -$317K – 988
2025
Q1 		$317K Sell
9,407
-1,258
-12% -$44.5K 0.01% 698
2024
Q4 		$391K Sell
10,665
-1,591
-13% -$53.6K 0.01% 596
2024
Q3 		$365K Sell
12,256
-1,971
-14% -$61.5K 0.01% 586
2024
Q2 		$490K Sell
14,227
-984
-6% -$34.9K 0.01% 500
2024
Q1 		$501K Sell
15,211
-3,513
-19% -$117K 0.01% 465
2023
Q4 		$575K Sell
18,724
-6,946
-27% -$261K 0.02% 405
2023
Q3 		$1.01M Sell
25,670
-10,327
-29% -$349K 0.03% 283
2023
Q2 		$1.06M Sell
35,997
-12,002
-25% -$350K 0.04% 257
2023
Q1 		$1.34M Sell
47,999
-16,384
-25% -$480K 0.05% 202
2022
Q4 		$2.09M Buy
64,383
+18,424
+40% +$600K 0.08% 128
2022
Q3 		$1.46M Buy
+45,959
New +$1.23M 0.06% 122
2022
Q2 		– Sell
-106,901
Closed -$2.61M – 413
2022
Q1 		$2.61M Buy
106,901
+77,395
+262% +$1.49M 0.1% 79
2021
Q4 		$533K Buy
+29,506
New +$512K 0.02% 196

Other funds holding TBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Foundations Investment Advisors's TBT Position: Q2 2025 in Review

Foundations Investment Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2025, closing a stake of 9,407 shares — an estimated $317K sold.

Foundations Investment Advisors first reported a position in TBT in Q4 2021 and held it in 13 quarters. The position peaked at $2.61M in Q1 2022. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2025.

  • Foundations Investment Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 9,407 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2025, an estimated $317K.
  • Foundations Investment Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2021 and held it in 13 quarters.
  • Foundations Investment Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $2.61M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.