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Bouvel Investment Partners’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Bouvel Investment Partners’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
Q3 		– Sell
-80,967
Closed -$1.96M – 81
2025
Q2 		$1.96M Buy
+80,967
New +$1.99M 0.66% 53

Other funds holding TBF

SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Bouvel Investment Partners's TBF Position: Q3 2025 in Review

Bouvel Investment Partners sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2025, closing a stake of 80,967 shares — an estimated $1.96M sold.

Bouvel Investment Partners first reported a position in TBF in Q2 2025 and held it in 1 quarter. The position peaked at $1.96M in Q2 2025. 28 funds tracked by Wall St. Rank hold TBF as of Q3 2025.

  • Bouvel Investment Partners reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Bouvel Investment Partners sold 80,967 ProShares Short 20+ Year Treasury ETF shares in Q3 2025, an estimated $1.96M.
  • Bouvel Investment Partners first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Bouvel Investment Partners's ProShares Short 20+ Year Treasury ETF position peaked at $1.96M in Q2 2025.
  • 28 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2025.

Based on Bouvel Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.