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Life Planning Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-60
Closed -$1.81K – 219
2023
Q4 		$1.81K Buy
+60
New +$2.25K ﹤0.01% 209

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BNP Paribas Financial Markets
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CM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Life Planning Partners's TBT Position: Q1 2024 in Review

Life Planning Partners sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2024, closing a stake of 60 shares — an estimated $1.81K sold.

Life Planning Partners first reported a position in TBT in Q4 2023 and held it in 1 quarter. The position peaked at $1.81K in Q4 2023. 66 funds tracked by Wall St. Rank hold TBT as of Q1 2024.

  • Life Planning Partners reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 60 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2024, an estimated $1.81K.
  • Life Planning Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $1.81K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.