Independent Financial Group’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Independent Financial Group’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	-8,100	Closed	-$318K	–	1005
2023 Q3	$318K	Sell	8,100 -1,850	-19%	-$62.4K	0.02%	636
2023 Q2	$293K	Sell	9,950 -6,520	-40%	-$190K	0.02%	650
2023 Q1	$461K	Sell	16,470 -312	-2%	-$9.14K	0.04%	472
2022 Q4	$545K	Sell	16,782 -15,263	-48%	-$497K	0.05%	398
2022 Q3	$1.02M	Buy	32,045 +3,252	+11%	+$87.4K	0.09%	221
2022 Q2	$753K	Buy	+28,793	New	+$732K	0.08%	286

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

Independent Financial Group's TBT Position: Q4 2023 in Review

Independent Financial Group sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2023, closing a stake of 8,100 shares — an estimated $318K sold.

Independent Financial Group first reported a position in TBT in Q2 2022 and held it in 6 quarters. The position peaked at $1.02M in Q3 2022. 82 funds tracked by Wall St. Rank hold TBT as of Q4 2023.

Independent Financial Group reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 8,100 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2023, an estimated $318K.
Independent Financial Group first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2022 and held it in 6 quarters.
Independent Financial Group's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $1.02M in Q3 2022.
82 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.