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

Clear Point 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
2024
Q4 		– Sell
-4
Closed -$94 – 480
2024
Q3 		$94 Buy
+4
New +$91 ﹤0.01% 546
2024
Q2 		– Sell
-4
Closed -$97 – 591
2024
Q1 		$97 Hold
4
– – ﹤0.01% 545
2023
Q4 		$92 Buy
+4
New +$99 ﹤0.01% 530

Other funds holding TBF

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Clear Point Advisors's TBF Position: Q4 2024 in Review

Clear Point Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2024, closing a stake of 4 shares — an estimated $94 sold.

Clear Point Advisors first reported a position in TBF in Q4 2023 and held it in 3 quarters. The position peaked at $97 in Q1 2024. 43 funds tracked by Wall St. Rank hold TBF as of Q4 2024.

  • Clear Point Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 4 ProShares Short 20+ Year Treasury ETF shares in Q4 2024, an estimated $94.
  • Clear Point Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Clear Point Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $97 in Q1 2024.
  • 43 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.