Northwestern Mutual Wealth Management
TBT icon

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

Northwestern Mutual 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
2026
Q2 		– Sell
-36
Closed -$1.26K – 4444
2026
Q1 		$1.26K Buy
+36
New +$1.24K ﹤0.01% 3709
2024
Q4 		– Sell
-30
Closed -$893 – 3878
2024
Q3 		$893 Buy
+30
New +$936 ﹤0.01% 3270
2023
Q4 		– Sell
-2,500
Closed -$98K – 3672
2023
Q3 		$98K Sell
2,500
-59
-2% -$1.99K ﹤0.01% 1725
2023
Q2 		$75.2K Buy
2,559
+59
+2% +$1.72K ﹤0.01% 1839
2023
Q1 		$69.9K Hold
2,500
– – ﹤0.01% 1817
2022
Q4 		$81.3K Buy
+2,500
New +$81.4K ﹤0.01% 1743
2022
Q1 		– Sell
-25
Closed – – 3387
2021
Q4 		$0 Sell
25
-26
-51% -$451 ﹤0.01% 3333
2021
Q3 		$0 Buy
+51
New +$894 ﹤0.01% 3213
2019
Q4 		– Sell
-25
Closed -$1K – 2610
2019
Q3 		$1K Buy
+25
New +$658 ﹤0.01% 2394
2018
Q2 		– Sell
-18
Closed -$1K – 2485
2018
Q1 		$1K Buy
+18
New +$669 ﹤0.01% 2135
2017
Q4 		– Sell
-567
Closed -$20K – 2447
2017
Q3 		$20K Buy
567
+542
+2,168% +$19.1K ﹤0.01% 1470
2017
Q2 		$1K Buy
+25
New +$926 ﹤0.01% 1965
2015
Q2 		– Sell
-152
Closed -$6K – 1630
2015
Q1 		$6K Sell
152
-148
-49% -$6.32K ﹤0.01% 1157
2014
Q4 		$14K Buy
+300
New +$15.3K ﹤0.01% 984
2013
Q4 		– Sell
-45
Closed -$3K – 1555
2013
Q3 		$3K Buy
+45
New +$3.47K ﹤0.01% 1125

Other funds holding TBT

CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Northwestern Mutual Wealth Management's TBT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2026, closing a stake of 36 shares — an estimated $1.26K sold.

Northwestern Mutual Wealth Management first reported a position in TBT in Q3 2013 and held it in 15 quarters. The position peaked at $98K in Q3 2023. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 36 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2026, an estimated $1.26K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q3 2013 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $98K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.