Carson Wealth (CWM LLC)
TBF icon

Carson Wealth (CWM LLC)’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-858
Closed -$19K – 3261
2018
Q4 		$19K Buy
858
+307
+56% +$7.26K ﹤0.01% 1163
2018
Q3 		$13K Buy
+551
New +$12.6K ﹤0.01% 1091

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TBF Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2019, closing a stake of 858 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in TBF in Q3 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 68 funds tracked by Wall St. Rank hold TBF as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 858 ProShares Short 20+ Year Treasury ETF shares in Q1 2019, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s ProShares Short 20+ Year Treasury ETF position peaked at $19K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.