Iams Wealth Management’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Iams Wealth Management’s Portfolio UST Stock Details UST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,865	Closed	-$210K	–	154
2024 Q1	$210K	Buy	+4,865	New	+$213K	0.13%	113

Other funds holding UST

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

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

Iams Wealth Management's UST Position: Q2 2024 in Review

Iams Wealth Management sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q2 2024, closing a stake of 4,865 shares — an estimated $210K sold.

Iams Wealth Management first reported a position in UST in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 6 funds tracked by Wall St. Rank hold UST as of Q2 2024.

Iams Wealth Management reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q2 2024 after selling out during the quarter.
Iams Wealth Management sold 4,865 ProShares Ultra 7-10 Year Treasury shares in Q2 2024, an estimated $210K.
Iams Wealth Management first reported a position in ProShares Ultra 7-10 Year Treasury in Q1 2024 and held it in 1 quarter.
Iams Wealth Management's ProShares Ultra 7-10 Year Treasury position peaked at $210K in Q1 2024.
6 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q2 2024.

Based on Iams Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.