SWM
TBT icon

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

SHP 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 		$19.8K Hold
567
– – ﹤0.01% 786
2026
Q1 		$19.9K Hold
567
– – ﹤0.01% 727
2025
Q4 		$19.8K Buy
+567
New +$19K ﹤0.01% 690

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

SHP Wealth Management's TBT Position: Q2 2026 in Review

SHP Wealth Management held its ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) position steady in Q2 2026 at 567 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

SHP Wealth Management first reported a position in TBT in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q1 2026. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

  • SHP Wealth Management held 567 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $19.8K as of Q2 2026.
  • SHP Wealth Management 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 SHP Wealth Management's portfolio in Q2 2026, its #786 holding.
  • SHP Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $19.9K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.