Hartford Financial Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Hartford Financial 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
2023 Q4	–	Sell	-8,300	Closed	-$326K	–	396
2023 Q3	$326K	Hold	8,300	–	–	0.08%	147
2023 Q2	$244K	Hold	8,300	–	–	0.06%	157
2023 Q1	$232K	Hold	8,300	–	–	0.06%	151
2022 Q4	$270K	Hold	8,300	–	–	0.07%	147
2022 Q3	$264K	Hold	8,300	–	–	0.08%	144
2022 Q2	$217K	Hold	8,300	–	–	0.06%	145
2022 Q1	$170K	Hold	8,300	–	–	0.04%	156
2021 Q4	$140K	Hold	8,300	–	–	0.03%	164
2021 Q3	$152K	Hold	8,300	–	–	0.04%	155
2021 Q2	$156K	Hold	8,300	–	–	0.04%	155
2021 Q1	$180K	Hold	8,300	–	–	0.04%	149
2020 Q4	$136K	Hold	8,300	–	–	0.04%	157
2020 Q3	$130K	Hold	8,300	–	–	0.04%	150
2020 Q2	$132K	Hold	8,300	–	–	0.04%	150
2020 Q1	$133K	Hold	8,300	–	–	0.05%	148
2019 Q4	$220K	Hold	8,300	–	–	0.07%	150
2019 Q3	$202K	Hold	8,300	–	–	0.07%	149
2019 Q2	$240K	Hold	8,300	–	–	0.08%	142
2019 Q1	$268K	Hold	8,300	–	–	0.09%	134
2018 Q4	$292K	Hold	8,300	–	–	0.11%	128
2018 Q3	$318K	Hold	8,300	–	–	0.11%	135
2018 Q2	$298K	Hold	8,300	–	–	0.11%	137
2018 Q1	$301K	Hold	8,300	–	–	0.15%	101
2017 Q4	$280K	Hold	8,300	–	–	0.14%	112
2017 Q3	$295K	Buy	+8,300	New	+$293K	0.15%	103
2017 Q2	–	Sell	-8,300	Closed	-$324K	–	388
2017 Q1	$324K	Hold	8,300	–	–	0.2%	95
2016 Q4	$339K	Hold	8,300	–	–	0.2%	91
2016 Q3	$262K	Hold	8,300	–	–	0.16%	101
2016 Q2	$263K	Hold	8,300	–	–	0.16%	96
2016 Q1	$305K	Hold	8,300	–	–	0.19%	89
2015 Q4	$365K	Hold	8,300	–	–	0.23%	84
2015 Q3	$359K	Hold	8,300	–	–	0.24%	86
2015 Q2	$413K	Hold	8,300	–	–	0.24%	87
2015 Q1	$347K	Hold	8,300	–	–	0.21%	92
2014 Q4	$385K	Hold	8,300	–	–	0.24%	88
2014 Q3	$467K	Buy	8,300 +4,000	+93%	+$233K	0.28%	86
2014 Q2	$261K	Hold	4,300	–	–	0.16%	101
2014 Q1	$290K	Buy	+4,300	New	+$307K	0.19%	96
2013 Q4	–	Sell	-6,000	Closed	-$451K	–	264
2013 Q3	$451K	Sell	6,000 -150	-2%	-$11.6K	0.31%	82
2013 Q2	$445K	Buy	+6,150	New	+$401K	0.31%	80

Other funds holding TBT

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

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Hartford Financial Management's TBT Position: Q4 2023 in Review

Hartford Financial Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2023, closing a stake of 8,300 shares — an estimated $326K sold.

Hartford Financial Management first reported a position in TBT in Q2 2013 and held it in 40 quarters. The position peaked at $467K in Q3 2014. 82 funds tracked by Wall St. Rank hold TBT as of Q4 2023.

Hartford Financial Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2023 after selling out during the quarter.
Hartford Financial Management sold 8,300 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2023, an estimated $326K.
Hartford Financial Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 40 quarters.
Hartford Financial Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $467K in Q3 2014.
82 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2023.

Based on Hartford Financial Management's 13F filing for Q4 2023, filed 29 Jan 2024.