RSWM
TBT icon

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

Robertson Stephens Wealth Management’s Portfolio TBT Stock Details TBT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40,039
Closed -$1.18M – 472
2023
Q2 		$1.18M Sell
40,039
-1,296
-3% -$38.1K 0.08% 176
2023
Q1 		$1.16M Buy
+41,335
New +$1.16M 0.09% 186