Proficio Capital Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Proficio Capital 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	$12M	Buy	+343,893	New	+$12.2M	0.43%	48
2025 Q3	–	Sell	-23,863	Closed	-$837K	–	404
2025 Q2	$837K	Buy	+23,863	New	+$865K	0.05%	176
2023 Q4	–	Sell	-80,969	Closed	-$3.18M	–	325
2023 Q3	$3.18M	Buy	80,969 +68,115	+530%	+$2.3M	0.42%	40
2023 Q2	$378K	Buy	+12,854	New	+$375K	0.05%	179
2023 Q1	–	Sell	-10,266	Closed	-$334K	–	308
2022 Q4	$334K	Buy	+10,266	New	+$334K	0.06%	184
2021 Q4	–	Sell	-294,981	Closed	-$5.41M	–	321
2021 Q3	$5.41M	Sell	294,981 -1,321,012	-82%	-$23.2M	0.71%	33
2021 Q2	$30.4M	Buy	1,615,993 +237,802	+17%	+$4.84M	3.71%	4
2021 Q1	$30M	Buy	+1,378,191	New	+$26.7M	3.88%	5
2020 Q1	–	Sell	-24,620	Closed	-$653K	–	179
2019 Q4	$653K	Sell	24,620 -10,030	-29%	-$256K	0.19%	68
2019 Q3	$844K	Buy	+34,650	New	+$912K	0.31%	54
2017 Q1	–	Sell	-50,025	Closed	-$2.04M	–	1362
2016 Q4	$2.04M	Buy	50,025 +14,319	+40%	+$541K	0.87%	24
2016 Q3	$1.13M	Buy	35,706 +13,274	+59%	+$416K	0.65%	45
2016 Q2	$690K	Buy	22,432 +21,545	+2,429%	+$768K	0.43%	67
2016 Q1	$33K	Hold	887	–	–	0.03%	269
2015 Q4	$39K	Buy	+887	New	+$38.9K	0.04%	145

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

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 40.89% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Proficio Capital Partners's TBT Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2026: 343,893 shares worth $12M. The stake represents 0.43% of the portfolio and ranks #48 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in TBT as recently as Q2 2025.

Proficio Capital Partners first reported a position in TBT in Q4 2015 and has held it in 15 quarters since. The position peaked at $30.4M in Q2 2021. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

Proficio Capital Partners held 343,893 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $12M as of Q2 2026.
ProShares Trust UltraShort Lehman 20+ Year Treasury was a new Proficio Capital Partners position in Q2 2026.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up 0.43% of Proficio Capital Partners's portfolio in Q2 2026, its #48 holding.
Proficio Capital Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2015 and has held it in 15 quarters since.
Proficio Capital Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $30.4M in Q2 2021.
58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.