MWM
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MinichMacGregor Wealth Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

MinichMacGregor 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
2019
Q1 		– Sell
-7,250
Closed -$258K – 108
2018
Q4 		$258K Buy
+7,250
New +$283K 0.18% 83

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

MinichMacGregor Wealth Management's TBT Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2019, closing a stake of 7,250 shares — an estimated $258K sold.

MinichMacGregor Wealth Management first reported a position in TBT in Q4 2018 and held it in 1 quarter. The position peaked at $258K in Q4 2018. 101 funds tracked by Wall St. Rank hold TBT as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7,250 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2019, an estimated $258K.
  • MinichMacGregor Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $258K in Q4 2018.
  • 101 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.