AWA
TBF icon

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

Arete 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
Q2 		– Sell
-70,691
Closed -$1.25M – 557
2022
Q1 		$1.25M Buy
+70,691
New +$1.21M 0.1% 156

Other funds holding TBF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Arete Wealth Advisors's TBF Position: Q2 2022 in Review

Arete Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q2 2022, closing a stake of 70,691 shares — an estimated $1.25M sold.

Arete Wealth Advisors first reported a position in TBF in Q1 2022 and held it in 1 quarter. The position peaked at $1.25M in Q1 2022. 104 funds tracked by Wall St. Rank hold TBF as of Q2 2022.

  • Arete Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 70,691 ProShares Short 20+ Year Treasury ETF shares in Q2 2022, an estimated $1.25M.
  • Arete Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $1.25M in Q1 2022.
  • 104 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2022.

Based on Arete Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.