Global Retirement Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Global Retirement Partners’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	$48K	Hold	1,310	–	–	﹤0.01%	1634
2024 Q3	$39K	Hold	1,310	–	–	﹤0.01%	1676
2024 Q2	$45.1K	Hold	1,310	–	–	﹤0.01%	1595
2024 Q1	$43.2K	Sell	1,310 -40	-3%	-$1.33K	﹤0.01%	1470
2023 Q4	$44.6K	Buy	1,350 +40	+3%	+$1.5K	﹤0.01%	1428
2023 Q3	$53.9K	Hold	1,310	–	–	﹤0.01%	1233
2023 Q2	$38.5K	Hold	1,310	–	–	﹤0.01%	1396
2023 Q1	$36.3K	Hold	1,310	–	–	﹤0.01%	1376
2022 Q4	$42.6K	Hold	1,310	–	–	﹤0.01%	1156
2022 Q3	$47K	Hold	1,310	–	–	﹤0.01%	1045
2022 Q2	$34K	Hold	1,310	–	–	﹤0.01%	1150
2022 Q1	$32K	Buy	+1,310	New	+$25.2K	﹤0.01%	1176

Other funds holding TBT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Global Retirement Partners's TBT Position: Q4 2024 in Review

Global Retirement Partners held its ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) position steady in Q4 2024 at 1,310 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Global Retirement Partners first reported a position in TBT in Q1 2022 and has held it in 12 quarters since. The position peaked at $53.9K in Q3 2023. 74 funds tracked by Wall St. Rank hold TBT as of Q4 2024.

Global Retirement Partners held 1,310 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $48K as of Q4 2024.
Global Retirement Partners left its ProShares Trust UltraShort Lehman 20+ Year Treasury share count unchanged in Q4 2024.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1634 holding.
Global Retirement Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2022 and has held it in 12 quarters since.
Global Retirement Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $53.9K in Q3 2023.
74 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.