tru Independence’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

tru Independence’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	-2,700	Closed	-$51K	–	316
2021 Q2	$51K	Buy	+2,700	New	+$55K	0.02%	209
2020 Q1	–	Sell	-2,770	Closed	-$45K	–	897
2019 Q4	$45K	Buy	+2,770	New	+$70.7K	0.01%	387

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

tru Independence's TBT Position: Q3 2021 in Review

tru Independence sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2021, closing a stake of 2,700 shares — an estimated $51K sold.

tru Independence first reported a position in TBT in Q4 2019 and held it in 2 quarters. The position peaked at $51K in Q2 2021. 131 funds tracked by Wall St. Rank hold TBT as of Q3 2021.

tru Independence reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2021 after selling out during the quarter.
tru Independence sold 2,700 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2021, an estimated $51K.
tru Independence first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2019 and held it in 2 quarters.
tru Independence's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $51K in Q2 2021.
131 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.