Guardian Partners’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Guardian Partners’s Portfolio UBT Stock Details UBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-372	Closed	-$6.07K	–	436
2026 Q2	$6.07K	Buy	+372	New	+$6.01K	﹤0.01%	349

Other funds holding UBT

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

Guardian Partners's UBT Position: Q3 2026 in Review

Guardian Partners sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q3 2026, closing a stake of 372 shares — an estimated $6.07K sold.

Guardian Partners first reported a position in UBT in Q2 2026 and held it in 1 quarter. The position peaked at $6.07K in Q2 2026. 3 funds tracked by Wall St. Rank hold UBT as of Q3 2026.

Guardian Partners reported no remaining ProShares Ultra 20+ Year Treasury position as of Q3 2026 after selling out during the quarter.
Guardian Partners sold 372 ProShares Ultra 20+ Year Treasury shares in Q3 2026, an estimated $6.07K.
Guardian Partners first reported a position in ProShares Ultra 20+ Year Treasury in Q2 2026 and held it in 1 quarter.
Guardian Partners's ProShares Ultra 20+ Year Treasury position peaked at $6.07K in Q2 2026.
3 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.