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IFP Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-3,000
Closed -$106K – 3323
2018
Q4 		$106K Buy
+3,000
New +$117K 0.01% 1161

Other funds holding TBT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
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
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFP Advisors's TBT Position: Q4 2023 in Review

IFP Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2023, closing a stake of 1,812 shares — an estimated $71.1K sold.

IFP Advisors first reported a position in TBT in Q4 2015 and held it in 23 quarters. The position peaked at $272K in Q4 2015. 82 funds tracked by Wall St. Rank hold TBT as of Q4 2023.

  • IFP Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 1,812 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2023, an estimated $71.1K.
  • IFP Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $272K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.