ORG Wealth Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

ORG Wealth 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
2026 Q2	$4.4K	Hold	126	–	–	﹤0.01%	592
2026 Q1	$4.43K	Hold	126	–	–	﹤0.01%	558
2025 Q4	$4.4K	Hold	126	–	–	﹤0.01%	527
2025 Q3	$4.26K	Hold	126	–	–	﹤0.01%	542
2025 Q2	$4.41K	Hold	126	–	–	﹤0.01%	558
2025 Q1	$4.16K	Hold	126	–	–	﹤0.01%	629
2024 Q4	$4.61K	Hold	126	–	–	﹤0.01%	421
2024 Q3	$3.75K	Buy	+126	New	+$3.93K	﹤0.01%	422

Other funds holding TBT

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

ORG Wealth Partners's TBT Position: Q2 2026 in Review

ORG Wealth Partners held its ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) position steady in Q2 2026 at 126 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

ORG Wealth Partners first reported a position in TBT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.61K in Q4 2024. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

ORG Wealth Partners held 126 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $4.4K as of Q2 2026.
ORG Wealth Partners left its ProShares Trust UltraShort Lehman 20+ Year Treasury share count unchanged in Q2 2026.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #592 holding.
ORG Wealth Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $4.61K in Q4 2024.
58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.