Steward Partners Investment Advisory’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-491	Closed	-$17.2K	–	4390
2025 Q2	$17.2K	Buy	+491	New	+$17.8K	﹤0.01%	2979
2019 Q3	–	Sell	-1,035	Closed	-$29K	–	2764
2019 Q2	$29K	Buy	+1,035	New	+$33K	﹤0.01%	1559

Other funds holding TBT

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

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

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

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Steward Partners Investment Advisory's TBT Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2025, closing a stake of 491 shares — an estimated $17.2K sold.

Steward Partners Investment Advisory first reported a position in TBT in Q2 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 52 funds tracked by Wall St. Rank hold TBT as of Q3 2025.

Steward Partners Investment Advisory reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 491 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2025, an estimated $17.2K.
Steward Partners Investment Advisory first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2019 and held it in 2 quarters.
Steward Partners Investment Advisory's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $29K in Q2 2019.
52 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.