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

JNBA Financial 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
2017
Q1 		– Sell
-25
Closed -$1K – 493
2016
Q4 		$1K Sell
25
-45
-64% -$1.7K ﹤0.01% 469
2016
Q3 		$2K Buy
+70
New +$2.19K ﹤0.01% 1444

Other funds holding TBT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

JNBA Financial Advisors's TBT Position: Q1 2017 in Review

JNBA Financial Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2017, closing a stake of 25 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in TBT in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 136 funds tracked by Wall St. Rank hold TBT as of Q1 2017.

  • JNBA Financial Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2017 after selling out during the quarter.
  • JNBA Financial Advisors sold 25 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2017, an estimated $1K.
  • JNBA Financial Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $2K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2017.

Based on JNBA Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.