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Avantax Planning Partners’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Avantax Planning Partners’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
2023
Q4 		– Sell
-8,325
Closed -$209K – 383
2023
Q3 		$209K Buy
+8,325
New +$194K 0.01% 342

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Avantax Planning Partners's TBF Position: Q4 2023 in Review

Avantax Planning Partners sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2023, closing a stake of 8,325 shares — an estimated $209K sold.

Avantax Planning Partners first reported a position in TBF in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 54 funds tracked by Wall St. Rank hold TBF as of Q4 2023.

  • Avantax Planning Partners reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 8,325 ProShares Short 20+ Year Treasury ETF shares in Q4 2023, an estimated $209K.
  • Avantax Planning Partners first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Avantax Planning Partners's ProShares Short 20+ Year Treasury ETF position peaked at $209K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2023.

Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.