Investment House LLC’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Investment House LLC’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
2020 Q1	–	Sell	-83,385	Closed	-$2.21M	–	205
2019 Q4	$2.21M	Buy	+83,385	New	+$2.13M	0.21%	91
2019 Q1	–	Sell	-15,125	Closed	-$531K	–	185
2018 Q4	$531K	Buy	+15,125	New	+$591K	0.07%	127
2018 Q2	–	Sell	-7,135	Closed	-$259K	–	200
2018 Q1	$259K	Buy	+7,135	New	+$265K	0.03%	171
2017 Q4	–	Sell	-12,600	Closed	-$448K	–	200
2017 Q3	$448K	Buy	+12,600	New	+$444K	0.06%	143
2017 Q2	–	Sell	-8,800	Closed	-$344K	–	202
2017 Q1	$344K	Buy	+8,800	New	+$351K	0.05%	159
2016 Q4	–	Sell	-15,855	Closed	-$501K	–	192
2016 Q3	$501K	Buy	+15,855	New	+$496K	0.08%	141
2014 Q4	–	Sell	-4,065	Closed	-$229K	–	157
2014 Q3	$229K	Sell	4,065 -660	-14%	-$38.4K	0.04%	147
2014 Q2	$287K	Buy	+4,725	New	+$301K	0.05%	135
2014 Q1	–	Sell	-3,755	Closed	-$297K	–	150
2013 Q4	$297K	Buy	+3,755	New	+$287K	0.05%	131

Other funds holding TBT

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

TCM

Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment House LLC's TBT Position: Q1 2020 in Review

Investment House LLC sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2020, closing a stake of 83,385 shares — an estimated $2.21M sold.

Investment House LLC first reported a position in TBT in Q4 2013 and held it in 9 quarters. The position peaked at $2.21M in Q4 2019. 79 funds tracked by Wall St. Rank hold TBT as of Q1 2020.

Investment House LLC reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2020 after selling out during the quarter.
Investment House LLC sold 83,385 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2020, an estimated $2.21M.
Investment House LLC first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2013 and held it in 9 quarters.
Investment House LLC's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $2.21M in Q4 2019.
79 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.