UBS Group’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

UBS Group’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
2018 Q4	–	Sell	-234,400	Closed	-$8.98M	–	8283
2018 Q3	$8.98M	Sell	234,400 -50,600	-18%	-$1.86M	﹤0.01%	1866
2018 Q2	$10.2M	Buy	+285,000	New	+$10.7M	﹤0.01%	1729
2017 Q1	–	Sell	-63,400	Closed	-$2.59M	–	7958
2016 Q4	$2.59M	Hold	63,400	–	–	﹤0.01%	2678
2016 Q3	$2M	Hold	63,400	–	–	﹤0.01%	2844
2016 Q2	$2.01M	Hold	63,400	–	–	﹤0.01%	2773
2016 Q1	$2.34M	Sell	63,400 -93,200	-60%	-$3.61M	﹤0.01%	2541
2015 Q4	$6.9M	Hold	156,600	–	–	﹤0.01%	1701
2015 Q3	$6.79M	Buy	156,600 +64,100	+69%	+$2.94M	﹤0.01%	1672
2015 Q2	$4.61M	Sell	92,500 -231,400	-71%	-$10.8M	﹤0.01%	2158
2015 Q1	$13.6M	Buy	323,900 +157,200	+94%	+$6.71M	0.01%	1223
2014 Q4	$7.73M	Buy	+166,700	New	+$8.5M	0.01%	1709

Other funds holding TBT

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

UBS Group's TBT Position: Q2 2026 in Review

UBS Group sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2026, closing a stake of 2,450 shares — an estimated $86.1K sold.

UBS Group first reported a position in TBT in Q4 2014 and held it in 41 quarters. The position peaked at $9.17M in Q3 2016. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

UBS Group reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2026 after selling out during the quarter.
UBS Group sold 2,450 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2026, an estimated $86.1K.
UBS Group first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2014 and held it in 41 quarters.
UBS Group's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $9.17M in Q3 2016.
58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.