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Northstar Advisory Group’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Northstar Advisory Group’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
2021
Q2 		– Sell
-233,383
Closed -$5.07M – 109
2021
Q1 		$5.07M Buy
+233,383
New +$4.52M 3.88% 6

Other funds holding TBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Northstar Advisory Group's TBT Position: Q2 2021 in Review

Northstar Advisory Group sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2021, closing a stake of 233,383 shares — an estimated $5.07M sold.

Northstar Advisory Group first reported a position in TBT in Q1 2021 and held it in 1 quarter. The position peaked at $5.07M in Q1 2021. 121 funds tracked by Wall St. Rank hold TBT as of Q2 2021.

  • Northstar Advisory Group reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 233,383 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2021, an estimated $5.07M.
  • Northstar Advisory Group first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2021 and held it in 1 quarter.
  • Northstar Advisory Group's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $5.07M in Q1 2021.
  • 121 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2021.

Based on Northstar Advisory Group's 13F filing for Q2 2021, filed 20 Jul 2021.