Advisor Group’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Advisor Group’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
2019 Q4	$13K	Buy	631 +436	+224%	+$8.38K	﹤0.01%	4198
2019 Q3	$4K	Hold	195	–	–	﹤0.01%	4778
2019 Q2	$4K	Hold	195	–	–	﹤0.01%	4786
2019 Q1	$4K	Sell	195 -1,303	-87%	-$29.2K	﹤0.01%	4786
2018 Q4	$33K	Buy	1,498 +1,303	+668%	+$30.8K	﹤0.01%	3484
2018 Q3	$5K	Buy	+195	New	+$4.47K	﹤0.01%	4611
2018 Q2	–	Sell	-2,073	Closed	-$47K	–	5043
2018 Q1	$47K	Buy	2,073 +1,300	+168%	+$29.8K	﹤0.01%	3112
2017 Q4	$17K	Buy	773 +769	+19,225%	+$17.1K	﹤0.01%	3806
2017 Q3	$0	Sell	4 -363	-99%	-$8.1K	﹤0.01%	4937
2017 Q2	$9K	Sell	367 -1,140	-76%	-$26K	﹤0.01%	3994
2017 Q1	$36K	Sell	1,507 -768	-34%	-$18.2K	﹤0.01%	2968
2016 Q4	$54K	Buy	2,275 +572	+34%	+$13.1K	﹤0.01%	2564
2016 Q3	$35K	Buy	1,703 +1,036	+155%	+$21.7K	﹤0.01%	2789
2016 Q2	$13K	Buy	+667	New	+$14.9K	﹤0.01%	3339

Other funds holding TBF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group's TBF Position: Q4 2019 in Review

Advisor Group increased its ProShares Short 20+ Year Treasury ETF (TBF) stake by 224% in Q4 2019, buying an estimated $8.38K and bringing the position to 631 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4198.

Advisor Group first reported a position in TBF in Q2 2016 and has held it in 14 quarters since. The position peaked at $54K in Q4 2016. 56 funds tracked by Wall St. Rank hold TBF as of Q4 2019.

Advisor Group held 631 shares of ProShares Short 20+ Year Treasury ETF worth $13K as of Q4 2019.
Advisor Group bought 436 ProShares Short 20+ Year Treasury ETF shares in Q4 2019, an estimated $8.38K.
ProShares Short 20+ Year Treasury ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4198 holding.
Advisor Group first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2016 and has held it in 14 quarters since.
Advisor Group's ProShares Short 20+ Year Treasury ETF position peaked at $54K in Q4 2016.
56 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.