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

WealthPlan 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
2026
Q2 		$1.05M Buy
+30,000
New +$1.07M 0.05% 228

Other funds holding TBT

CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WealthPlan Investment Management's TBT Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2026: 30,000 shares worth $1.05M. The stake represents 0.05% of the portfolio and ranks #228 among its holdings.

10 funds tracked by Wall St. Rank hold TBT as of Q2 2026.

  • WealthPlan Investment Management held 30,000 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $1.05M as of Q2 2026.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury was a new WealthPlan Investment Management position in Q2 2026.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #228 holding.
  • 10 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.