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

Prosperity 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
2023 Q4	–	Sell	-17,528	Closed	-$687K	–	188
2023 Q3	$687K	Sell	17,528 -100	-0.6%	-$3.38K	0.44%	39
2023 Q2	$518K	Sell	17,628 -100	-0.6%	-$2.92K	0.34%	40
2023 Q1	$496K	Hold	17,728	–	–	0.39%	53
2022 Q4	$576K	Buy	+17,728	New	+$577K	0.54%	41

Other funds holding TBT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prosperity Wealth Management's TBT Position: Q4 2023 in Review

Prosperity Wealth Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2023, closing a stake of 17,528 shares — an estimated $687K sold.

Prosperity Wealth Management first reported a position in TBT in Q4 2022 and held it in 4 quarters. The position peaked at $687K in Q3 2023. 82 funds tracked by Wall St. Rank hold TBT as of Q4 2023.

Prosperity Wealth Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2023 after selling out during the quarter.
Prosperity Wealth Management sold 17,528 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2023, an estimated $687K.
Prosperity Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2022 and held it in 4 quarters.
Prosperity Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $687K in Q3 2023.
82 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.