Laird Norton Wetherby Wealth Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Laird Norton Wetherby Wealth 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
2022 Q1	–	Sell	-18,604	Closed	-$314K	–	970
2021 Q4	$314K	Buy	+18,604	New	+$323K	0.02%	703
2021 Q3	–	Sell	-17,033	Closed	-$320K	–	958
2021 Q2	$320K	Buy	+17,033	New	+$347K	0.02%	694

Other funds holding TBT

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

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

AAP

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's TBT Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2022, closing a stake of 18,604 shares — an estimated $314K sold.

Laird Norton Wetherby Wealth Management first reported a position in TBT in Q2 2021 and held it in 2 quarters. The position peaked at $320K in Q2 2021. 108 funds tracked by Wall St. Rank hold TBT as of Q1 2022.

Laird Norton Wetherby Wealth Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 18,604 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2022, an estimated $314K.
Laird Norton Wetherby Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2021 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $320K in Q2 2021.
108 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.