Stelac Advisory Services’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Stelac Advisory Services’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
2021 Q3	–	Sell	-6,500	Closed	-$122K	–	272
2021 Q2	$122K	Sell	6,500 -1,000	-13%	-$20.4K	0.03%	262
2021 Q1	$163K	Sell	7,500 -2,500	-25%	-$48.4K	0.06%	162
2020 Q4	$164K	Buy	+10,000	New	+$164K	0.04%	199

Other funds holding TBT

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Stelac Advisory Services's TBT Position: Q3 2021 in Review

Stelac Advisory Services sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2021, closing a stake of 6,500 shares — an estimated $122K sold.

Stelac Advisory Services first reported a position in TBT in Q4 2020 and held it in 3 quarters. The position peaked at $164K in Q4 2020. 131 funds tracked by Wall St. Rank hold TBT as of Q3 2021.

Stelac Advisory Services reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 6,500 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2021, an estimated $122K.
Stelac Advisory Services first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2020 and held it in 3 quarters.
Stelac Advisory Services's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $164K in Q4 2020.
131 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.