Bank Julius Baer & Co’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Bank Julius Baer & Co’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	-28,000	Closed	-$448K	–	788
2021 Q4	$448K	Sell	28,000 -2,000	-7%	-$32.4K	﹤0.01%	435
2021 Q3	$500K	Buy	+30,000	New	+$489K	﹤0.01%	427

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

Bank Julius Baer & Co's TBF Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2022, closing a stake of 28,000 shares — an estimated $448K sold.

Bank Julius Baer & Co first reported a position in TBF in Q3 2021 and held it in 2 quarters. The position peaked at $500K in Q3 2021. 85 funds tracked by Wall St. Rank hold TBF as of Q1 2022.

Bank Julius Baer & Co reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 28,000 ProShares Short 20+ Year Treasury ETF shares in Q1 2022, an estimated $448K.
Bank Julius Baer & Co first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2021 and held it in 2 quarters.
Bank Julius Baer & Co's ProShares Short 20+ Year Treasury ETF position peaked at $500K in Q3 2021.
85 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.