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

AE 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
2026 Q1	$3.13K	Sell	129 -1	-0.8%	-$24	﹤0.01%	2435
2025 Q4	$3.14K	Hold	130	–	–	﹤0.01%	2291
2025 Q3	$3.08K	Hold	130	–	–	﹤0.01%	2128
2025 Q2	$3.14K	Sell	130 -920	-88%	-$22.6K	﹤0.01%	2008
2025 Q1	$24.8K	Sell	1,050 -1	-0.1%	-$24	﹤0.01%	1695
2024 Q4	$25.9K	Buy	+1,051	New	+$24.8K	﹤0.01%	1674

Other funds holding TBF

Coral Wealth Management Miami, Florida $89.4M AUM

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Hourglass Capital Houston, Texas $480M AUM 32.35% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return