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

Ballew 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
2021
Q4 		– Sell
-10,000
Closed -$169K – 135
2021
Q3 		$169K Hold
10,000
– – 0.12% 104
2021
Q2 		$167K Buy
+10,000
New +$175K 0.12% 109
2018
Q1 		– Sell
-10,000
Closed -$219K – 307
2017
Q4 		$219K Buy
+10,000
New +$222K 0.22% 92

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ballew Advisors's TBF Position: Q4 2021 in Review

Ballew Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2021, closing a stake of 10,000 shares — an estimated $169K sold.

Ballew Advisors first reported a position in TBF in Q4 2017 and held it in 3 quarters. The position peaked at $219K in Q4 2017. 81 funds tracked by Wall St. Rank hold TBF as of Q4 2021.

  • Ballew Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Ballew Advisors sold 10,000 ProShares Short 20+ Year Treasury ETF shares in Q4 2021, an estimated $169K.
  • Ballew Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2017 and held it in 3 quarters.
  • Ballew Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $219K in Q4 2017.
  • 81 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2021.

Based on Ballew Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.