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Institutional & Family Asset Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-7,309
Closed -$159K – 1005
2021
Q1 		$159K Buy
+7,309
New +$142K 0.03% 210

Other funds holding TBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Institutional & Family Asset Management's TBT Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2021, closing a stake of 7,309 shares — an estimated $159K sold.

Institutional & Family Asset Management first reported a position in TBT in Q1 2021 and held it in 1 quarter. The position peaked at $159K in Q1 2021. 121 funds tracked by Wall St. Rank hold TBT as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 7,309 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2021, an estimated $159K.
  • Institutional & Family Asset Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $159K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.