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

WealthShield Partners’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 Q4	–	Sell	-126	Closed	-$2K	–	414
2020 Q3	$2K	Hold	126	–	–	﹤0.01%	382
2020 Q2	$2K	Hold	126	–	–	﹤0.01%	319
2020 Q1	$2K	Hold	126	–	–	﹤0.01%	257
2019 Q4	$3K	Hold	126	–	–	﹤0.01%	264
2019 Q3	$3K	Hold	126	–	–	﹤0.01%	251
2019 Q2	$4K	Hold	126	–	–	﹤0.01%	218
2019 Q1	$4K	Hold	126	–	–	﹤0.01%	251
2018 Q4	$4K	Hold	126	–	–	﹤0.01%	224
2018 Q3	$5K	Hold	126	–	–	﹤0.01%	226
2018 Q2	$5K	Hold	126	–	–	﹤0.01%	221
2018 Q1	$5K	Hold	126	–	–	﹤0.01%	214
2017 Q4	$4K	Buy	+126	New	+$4.39K	﹤0.01%	206

Other funds holding TBT

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

MSCM

Marlin Sams Capital Management New York $191M AUM 72.04% 1-Year Est. Return

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

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

VAM

Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

WealthShield Partners's TBT Position: Q4 2020 in Review

WealthShield Partners sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2020, closing a stake of 126 shares — an estimated $2K sold.

WealthShield Partners first reported a position in TBT in Q4 2017 and held it in 12 quarters. The position peaked at $5K in Q3 2018. 86 funds tracked by Wall St. Rank hold TBT as of Q4 2020.

WealthShield Partners reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2020 after selling out during the quarter.
WealthShield Partners sold 126 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2020, an estimated $2K.
WealthShield Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2017 and held it in 12 quarters.
WealthShield Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $5K in Q3 2018.
86 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.