CPA
TBF icon

Clear Perspective Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Clear Perspective 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
2018
Q1 		– Sell
-60
Closed -$1K – 516
2017
Q4 		$1K Buy
+60
New +$1.33K ﹤0.01% 452
2017
Q3 		– Hold
0
– – – 440

Other funds holding TBF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Clear Perspective Advisors's TBF Position: Q1 2018 in Review

Clear Perspective Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2018, closing a stake of 60 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in TBF in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 93 funds tracked by Wall St. Rank hold TBF as of Q1 2018.

  • Clear Perspective Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 60 ProShares Short 20+ Year Treasury ETF shares in Q1 2018, an estimated $1K.
  • Clear Perspective Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $1K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.