Tortoise Investment Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-62	Closed	-$2.09K	–	1298
2025 Q3	$2.09K	Hold	62	–	–	﹤0.01%	860
2025 Q2	$2.17K	Hold	62	–	–	﹤0.01%	782
2025 Q1	$2.09K	Hold	62	–	–	﹤0.01%	710
2024 Q4	$2.27K	Hold	62	–	–	﹤0.01%	753
2024 Q3	$1.85K	Hold	62	–	–	﹤0.01%	775
2024 Q2	$2.14K	Hold	62	–	–	﹤0.01%	778
2024 Q1	$2.04K	Hold	62	–	–	﹤0.01%	774
2023 Q4	$1.87K	Hold	62	–	–	﹤0.01%	710
2023 Q3	$2.43K	Hold	62	–	–	﹤0.01%	677
2023 Q2	$1.82K	Hold	62	–	–	﹤0.01%	702
2023 Q1	$1.73K	Hold	62	–	–	﹤0.01%	705
2022 Q4	$2.02K	Hold	62	–	–	﹤0.01%	693
2022 Q3	$2K	Hold	62	–	–	﹤0.01%	705
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	693
2022 Q1	$1K	Hold	62	–	–	﹤0.01%	670
2021 Q4	$1K	Hold	62	–	–	﹤0.01%	638
2021 Q3	$1K	Hold	62	–	–	﹤0.01%	604
2021 Q2	$1K	Hold	62	–	–	﹤0.01%	586
2021 Q1	$1K	Hold	62	–	–	﹤0.01%	571
2020 Q4	$1K	Hold	62	–	–	﹤0.01%	530
2020 Q3	$1K	Hold	62	–	–	﹤0.01%	512
2020 Q2	$1K	Hold	62	–	–	﹤0.01%	492
2020 Q1	$1K	Hold	62	–	–	﹤0.01%	529
2019 Q4	$2K	Hold	62	–	–	﹤0.01%	543
2019 Q3	$2K	Hold	62	–	–	﹤0.01%	549
2019 Q2	$2K	Hold	62	–	–	﹤0.01%	577
2019 Q1	$2K	Hold	62	–	–	﹤0.01%	570
2018 Q4	$2K	Hold	62	–	–	﹤0.01%	511
2018 Q3	$2K	Hold	62	–	–	﹤0.01%	517
2018 Q2	$2K	Hold	62	–	–	﹤0.01%	528
2018 Q1	$2K	Hold	62	–	–	﹤0.01%	507
2017 Q4	$2K	Buy	+62	New	+$2.16K	﹤0.01%	522
2015 Q1	–	Sell	-200	Closed	-$9K	–	473
2014 Q4	$9K	Buy	+200	New	+$10.2K	﹤0.01%	327

Other funds holding TBT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 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

Tortoise Investment Management's TBT Position: Q4 2025 in Review

Tortoise Investment Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2025, closing a stake of 62 shares — an estimated $2.09K sold.

Tortoise Investment Management first reported a position in TBT in Q4 2014 and held it in 33 quarters. The position peaked at $9K in Q4 2014. 52 funds tracked by Wall St. Rank hold TBT as of Q4 2025.

Tortoise Investment Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 62 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2025, an estimated $2.09K.
Tortoise Investment Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2014 and held it in 33 quarters.
Tortoise Investment Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $9K in Q4 2014.
52 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.