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

Bordeaux Wealth 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
2025 Q2	$372K	Buy	15,408 +98	+0.6%	+$2.41K	0.05%	111
2025 Q1	$361K	Hold	15,310	–	–	0.07%	108
2024 Q4	$377K	Buy	15,310 +138	+0.9%	+$3.25K	0.06%	103
2024 Q3	$336K	Buy	15,172 +135	+0.9%	+$3.06K	0.06%	115
2024 Q2	$357K	Buy	+15,037	New	+$363K	0.07%	100

Other funds holding TBF

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

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

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

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

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bordeaux Wealth Advisors's TBF Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its ProShares Short 20+ Year Treasury ETF (TBF) stake by 0.64% in Q2 2025, buying an estimated $2.41K and bringing the position to 15,408 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #111.

Bordeaux Wealth Advisors first reported a position in TBF in Q2 2024 and has held it in 5 quarters since. The position peaked at $377K in Q4 2024. 37 funds tracked by Wall St. Rank hold TBF as of Q2 2025.

Bordeaux Wealth Advisors held 15,408 shares of ProShares Short 20+ Year Treasury ETF worth $372K as of Q2 2025.
Bordeaux Wealth Advisors bought 98 ProShares Short 20+ Year Treasury ETF shares in Q2 2025, an estimated $2.41K.
ProShares Short 20+ Year Treasury ETF made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #111 holding.
Bordeaux Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2024 and has held it in 5 quarters since.
Bordeaux Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $377K in Q4 2024.
37 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.