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BlackDiamond Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

BlackDiamond Wealth Management’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
Q4 		– Sell
-17,044
Closed -$409K – 119
2022
Q3 		$409K Sell
17,044
-4,799
-22% -$97.8K 0.49% 51
2022
Q2 		$438K Sell
21,843
-30,947
-59% -$611K 0.55% 52
2022
Q1 		$934K Buy
+52,790
New +$903K 1.12% 23

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DSN
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Morgan Stanley
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LPL Financial
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SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
Jane Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

BlackDiamond Wealth Management's TBF Position: Q4 2022 in Review

BlackDiamond Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2022, closing a stake of 17,044 shares — an estimated $409K sold.

BlackDiamond Wealth Management first reported a position in TBF in Q1 2022 and held it in 3 quarters. The position peaked at $934K in Q1 2022. 83 funds tracked by Wall St. Rank hold TBF as of Q4 2022.

  • BlackDiamond Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 17,044 ProShares Short 20+ Year Treasury ETF shares in Q4 2022, an estimated $409K.
  • BlackDiamond Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2022 and held it in 3 quarters.
  • BlackDiamond Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $934K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.