Toth Financial Advisory’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Toth Financial 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
2020 Q2	–	Sell	-100	Closed	-$2K	–	601
2020 Q1	$2K	Buy	+100	New	+$2.16K	﹤0.01%	399
2018 Q4	–	Sell	-600	Closed	-$23K	–	458
2018 Q3	$23K	Sell	600 -100	-14%	-$3.67K	0.01%	260
2018 Q2	$26K	Buy	+700	New	+$26.2K	0.01%	251

Other funds holding TBT

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

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

FNC

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Toth Financial Advisory's TBT Position: Q4 2024 in Review

Toth Financial Advisory sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2024, closing a stake of 401 shares — an estimated $11.9K sold.

Toth Financial Advisory first reported a position in TBT in Q2 2013 and held it in 27 quarters. The position peaked at $783K in Q2 2013. 74 funds tracked by Wall St. Rank hold TBT as of Q4 2024.

Toth Financial Advisory reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2024 after selling out during the quarter.
Toth Financial Advisory sold 401 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2024, an estimated $11.9K.
Toth Financial Advisory first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 27 quarters.
Toth Financial Advisory's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $783K in Q2 2013.
74 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.