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Caldwell Investment Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Caldwell Investment 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
2024
Q3 		– Sell
-50,000
Closed -$1.18M – 38
2024
Q2 		$1.18M Buy
+50,000
New +$1.21M 0.89% 27

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CIBC World Market
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BWA
Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Caldwell Investment Management's TBF Position: Q3 2024 in Review

Caldwell Investment Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2024, closing a stake of 50,000 shares — an estimated $1.18M sold.

Caldwell Investment Management first reported a position in TBF in Q2 2024 and held it in 1 quarter. The position peaked at $1.18M in Q2 2024. 36 funds tracked by Wall St. Rank hold TBF as of Q3 2024.

  • Caldwell Investment Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 50,000 ProShares Short 20+ Year Treasury ETF shares in Q3 2024, an estimated $1.18M.
  • Caldwell Investment Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Caldwell Investment Management's ProShares Short 20+ Year Treasury ETF position peaked at $1.18M in Q2 2024.
  • 36 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2024.

Based on Caldwell Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.