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

Sugarloaf 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
2020
Q1 		– Sell
-503
Closed -$13K – 737
2019
Q4 		$13K Buy
+503
New +$12.8K 0.01% 439

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Parallax Volatility Advisers
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Goldman Sachs
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CG
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Royal Bank of Canada
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's TBT Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2020, closing a stake of 503 shares — an estimated $13K sold.

Sugarloaf Wealth Management first reported a position in TBT in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 79 funds tracked by Wall St. Rank hold TBT as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 503 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2020, an estimated $13K.
  • Sugarloaf Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $13K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.