AWA
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Acorn Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-450
Closed -$10K – 402
2018
Q2 		$10K Hold
450
– – 0.01% 512
2018
Q1 		$10K Buy
+450
New +$10.3K 0.01% 507

Other funds holding TBF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Acorn Wealth Advisors's TBF Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2018, closing a stake of 450 shares — an estimated $10K sold.

Acorn Wealth Advisors first reported a position in TBF in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 79 funds tracked by Wall St. Rank hold TBF as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 450 ProShares Short 20+ Year Treasury ETF shares in Q3 2018, an estimated $10K.
  • Acorn Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $10K in Q2 2018.
  • 79 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.