Mercer Global Advisors
UBT icon

Mercer Global Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Mercer Global Advisors’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,603
Closed -$348K – 2257
2024
Q4 		$348K Buy
+20,603
New +$389K ﹤0.01% 1657
2023
Q4 		– Sell
-20,603
Closed -$376K – 2091
2023
Q3 		$376K Buy
20,603
+12,531
+155% +$273K ﹤0.01% 1401
2023
Q2 		$201K Hold
8,072
– – ﹤0.01% 1743
2023
Q1 		$218K Buy
+8,072
New +$214K ﹤0.01% 1685

Other funds holding UBT

PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Mercer Global Advisors's UBT Position: Q1 2025 in Review

Mercer Global Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q1 2025, closing a stake of 20,603 shares — an estimated $348K sold.

Mercer Global Advisors first reported a position in UBT in Q1 2023 and held it in 4 quarters. The position peaked at $376K in Q3 2023. 11 funds tracked by Wall St. Rank hold UBT as of Q1 2025.

  • Mercer Global Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 20,603 ProShares Ultra 20+ Year Treasury shares in Q1 2025, an estimated $348K.
  • Mercer Global Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q1 2023 and held it in 4 quarters.
  • Mercer Global Advisors's ProShares Ultra 20+ Year Treasury position peaked at $376K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.