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

Amplius 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
2022
Q1 		– Sell
-4,000
Closed -$63K – 808
2021
Q4 		$63K Buy
+4,000
New +$64.9K 0.01% 299

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OPCM
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PI
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SAM
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EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
William Blair & Company
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

Amplius Wealth Advisors's TBF Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2022, closing a stake of 4,000 shares — an estimated $63K sold.

Amplius Wealth Advisors first reported a position in TBF in Q4 2021 and held it in 1 quarter. The position peaked at $63K in Q4 2021. 85 funds tracked by Wall St. Rank hold TBF as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 4,000 ProShares Short 20+ Year Treasury ETF shares in Q1 2022, an estimated $63K.
  • Amplius Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $63K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.