AWM
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Accurate Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Accurate Wealth Management’s Portfolio TBF Stock Details TBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$217 – 1311
2022
Q4 		$217 Buy
+10
New +$226 ﹤0.01% 1583

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Jane Street
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CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Accurate Wealth Management's TBF Position: Q1 2023 in Review

Accurate Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2023, closing a stake of 10 shares — an estimated $217 sold.

Accurate Wealth Management first reported a position in TBF in Q4 2022 and held it in 1 quarter. The position peaked at $217 in Q4 2022. 70 funds tracked by Wall St. Rank hold TBF as of Q1 2023.

  • Accurate Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 ProShares Short 20+ Year Treasury ETF shares in Q1 2023, an estimated $217.
  • Accurate Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $217 in Q4 2022.
  • 70 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.