AJ Wealth Strategies’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

AJ Wealth Strategies’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
2022 Q1	–	Sell	-80,492	Closed	-$1.29M	–	335
2021 Q4	$1.29M	Sell	80,492 -24,433	-23%	-$396K	0.06%	123
2021 Q3	$1.75M	Buy	104,925 +66,867	+176%	+$1.09M	0.09%	90
2021 Q2	$642K	Buy	38,058 +20,468	+116%	+$359K	0.04%	159
2021 Q1	$319K	Buy	+17,590	New	+$300K	0.02%	205

Other funds holding TBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

AJ Wealth Strategies's TBF Position: Q1 2022 in Review

AJ Wealth Strategies sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2022, closing a stake of 80,492 shares — an estimated $1.29M sold.

AJ Wealth Strategies first reported a position in TBF in Q1 2021 and held it in 4 quarters. The position peaked at $1.75M in Q3 2021. 85 funds tracked by Wall St. Rank hold TBF as of Q1 2022.

AJ Wealth Strategies reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
AJ Wealth Strategies sold 80,492 ProShares Short 20+ Year Treasury ETF shares in Q1 2022, an estimated $1.29M.
AJ Wealth Strategies first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2021 and held it in 4 quarters.
AJ Wealth Strategies's ProShares Short 20+ Year Treasury ETF position peaked at $1.75M in Q3 2021.
85 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.