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Heritage Wealth Management (Arizona)’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-30
Closed -$785 – 1097
2022
Q2 		$785 Hold
30
– – ﹤0.01% 935
2022
Q1 		$1K Buy
+30
New +$576 ﹤0.01% 960

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Heritage Wealth Management (Arizona)'s TBT Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2022, closing a stake of 30 shares — an estimated $785 sold.

Heritage Wealth Management (Arizona) first reported a position in TBT in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 106 funds tracked by Wall St. Rank hold TBT as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 30 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2022, an estimated $785.
  • Heritage Wealth Management (Arizona) first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $1K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.