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Freedom Investment Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Freedom Investment 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
Q4 		– Sell
-15,230
Closed -$454K – 820
2024
Q3 		$454K Buy
+15,230
New +$475K 0.04% 462
2022
Q3 		– Sell
-30,564
Closed -$799K – 776
2022
Q2 		$799K Sell
30,564
-48,177
-61% -$1.22M 0.09% 307
2022
Q1 		$1.61M Sell
78,741
-12,901
-14% -$248K 0.14% 183
2021
Q4 		$1.55M Buy
+91,642
New +$1.59M 0.11% 236
2021
Q2 		– Sell
-48,224
Closed -$1.05M – 912
2021
Q1 		$1.05M Buy
+48,224
New +$934K 0.08% 293
2018
Q2 		– Sell
-21,434
Closed -$777K – 1126
2018
Q1 		$777K Buy
21,434
+9,077
+73% +$337K 0.04% 446
2017
Q4 		$417K Sell
12,357
-156
-1% -$5.43K 0.02% 716
2017
Q3 		$445K Buy
12,513
+6,773
+118% +$239K 0.02% 651
2017
Q2 		$206K Sell
5,740
-10,002
-64% -$370K 0.01% 972
2017
Q1 		$616K Sell
15,742
-6,216
-28% -$248K 0.04% 464
2016
Q4 		$896K Buy
21,958
+3,410
+18% +$129K 0.06% 279
2016
Q3 		$586K Buy
18,548
+5,588
+43% +$175K 0.04% 406
2016
Q2 		$411K Buy
12,960
+2,709
+26% +$96.6K 0.03% 485
2016
Q1 		$378K Buy
10,251
+2,785
+37% +$108K 0.03% 479
2015
Q4 		$329K Sell
7,466
-74,531
-91% -$3.27M 0.03% 528
2015
Q3 		$8.34M Buy
+81,997
New +$3.76M 0.85% 10

Other funds holding TBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Freedom Investment Management's TBT Position: Q4 2024 in Review

Freedom Investment Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2024, closing a stake of 15,230 shares — an estimated $454K sold.

Freedom Investment Management first reported a position in TBT in Q3 2015 and held it in 16 quarters. The position peaked at $8.34M in Q3 2015. 74 funds tracked by Wall St. Rank hold TBT as of Q4 2024.

  • Freedom Investment Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 15,230 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2024, an estimated $454K.
  • Freedom Investment Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q3 2015 and held it in 16 quarters.
  • Freedom Investment Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $8.34M in Q3 2015.
  • 74 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.