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

BHK Investment 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
2019 Q3	–	Sell	-10,000	Closed	-$204K	–	89
2019 Q2	$204K	Buy	+10,000	New	+$214K	0.12%	83
2018 Q4	–	Sell	-8,700	Closed	-$204K	–	77
2018 Q3	$204K	Sell	8,700 -2,000	-19%	-$45.8K	0.14%	73
2018 Q2	$242K	Buy	10,700 +1,500	+16%	+$34.6K	0.17%	66
2018 Q1	$209K	Buy	+9,200	New	+$211K	0.15%	63

Other funds holding TBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

SIM

SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BHK Investment Advisors's TBF Position: Q3 2019 in Review

BHK Investment Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2019, closing a stake of 10,000 shares — an estimated $204K sold.

BHK Investment Advisors first reported a position in TBF in Q1 2018 and held it in 4 quarters. The position peaked at $242K in Q2 2018. 53 funds tracked by Wall St. Rank hold TBF as of Q3 2019.

BHK Investment Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2019 after selling out during the quarter.
BHK Investment Advisors sold 10,000 ProShares Short 20+ Year Treasury ETF shares in Q3 2019, an estimated $204K.
BHK Investment Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2018 and held it in 4 quarters.
BHK Investment Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $242K in Q2 2018.
53 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2019.

Based on BHK Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.