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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
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 $6B AUM 121.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

SHP Wealth Management's TBT Position: Q1 2026 in Review

SHP Wealth Management held its ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) position steady in Q1 2026 at 567 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

SHP Wealth Management first reported a position in TBT in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold TBT as of Q1 2026.

  • SHP Wealth Management held 567 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $19.9K as of Q1 2026.
  • SHP Wealth Management left its ProShares Trust UltraShort Lehman 20+ Year Treasury share count unchanged in Q1 2026.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #727 holding.
  • SHP Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.