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

Ironwood Financial’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
2018 Q1	–	Sell	-65	Closed	-$2K	–	270
2017 Q4	$2K	Hold	65	–	–	﹤0.01%	238
2017 Q3	$2K	Hold	65	–	–	﹤0.01%	245
2017 Q2	$2K	Hold	65	–	–	﹤0.01%	245
2017 Q1	$3K	Hold	65	–	–	﹤0.01%	233
2016 Q4	$3K	Hold	65	–	–	﹤0.01%	234
2016 Q3	$2K	Hold	65	–	–	﹤0.01%	247
2016 Q2	$2K	Hold	65	–	–	﹤0.01%	252
2016 Q1	$2K	Buy	+65	New	+$2.52K	﹤0.01%	256
2015 Q3	$39K	Buy	905 +840	+1,292%	+$38.5K	0.02%	128
2015 Q2	$3K	Hold	65	–	–	﹤0.01%	283
2015 Q1	$3K	Sell	65 -25	-28%	-$1.07K	﹤0.01%	281
2014 Q4	$4K	Buy	+90	New	+$4.59K	﹤0.01%	231

Other funds holding TBT

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCM

Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return

PSCM

Prince Street Capital Management New York $40.3M AUM 0.66% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Ironwood Financial's TBT Position: Q1 2018 in Review

Ironwood Financial sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2018, closing a stake of 65 shares — an estimated $2K sold.

Ironwood Financial first reported a position in TBT in Q4 2014 and held it in 12 quarters. The position peaked at $39K in Q3 2015. 140 funds tracked by Wall St. Rank hold TBT as of Q1 2018.

Ironwood Financial reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2018 after selling out during the quarter.
Ironwood Financial sold 65 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2018, an estimated $2K.
Ironwood Financial first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2014 and held it in 12 quarters.
Ironwood Financial's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $39K in Q3 2015.
140 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2018.

Based on Ironwood Financial's 13F filing for Q1 2018, filed 8 May 2018.