W
TBT icon

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

WealthOne’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
2019
Q1 		– Sell
-46
Closed -$2K – 490
2018
Q4 		$2K Buy
+46
New +$1.8K ﹤0.01% 570

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

WealthOne's TBT Position: Q1 2019 in Review

WealthOne sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2019, closing a stake of 46 shares — an estimated $2K sold.

WealthOne first reported a position in TBT in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 101 funds tracked by Wall St. Rank hold TBT as of Q1 2019.

  • WealthOne reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 46 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2019, an estimated $2K.
  • WealthOne first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2018 and held it in 1 quarter.
  • WealthOne's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $2K in Q4 2018.
  • 101 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.