Coppell Advisory Solutions’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-5,141	Closed	-$126K	–	1683
2024 Q4	$126K	Hold	5,141	–	–	0.02%	375
2024 Q3	$113K	Hold	5,141	–	–	0.02%	372
2024 Q2	$122K	Buy	+5,141	New	+$124K	0.02%	342
2023 Q4	$125K	Buy	5,638 +5,018	+809%	+$124K	0.02%	328
2023 Q3	$14.1K	Buy	620 +112	+22%	+$2.61K	﹤0.01%	548
2023 Q2	$11.1K	Buy	+508	New	+$11K	﹤0.01%	666
2023 Q1	–	Sell	-620	Closed	-$14.1K	–	967
2022 Q4	$14.1K	Buy	+620	New	+$14K	﹤0.01%	553

Other funds holding TBF

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's TBF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2025, closing a stake of 5,141 shares — an estimated $126K sold.

Coppell Advisory Solutions first reported a position in TBF in Q4 2022 and held it in 7 quarters. The position peaked at $126K in Q4 2024. 34 funds tracked by Wall St. Rank hold TBF as of Q1 2025.

Coppell Advisory Solutions reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 5,141 ProShares Short 20+ Year Treasury ETF shares in Q1 2025, an estimated $126K.
Coppell Advisory Solutions first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's ProShares Short 20+ Year Treasury ETF position peaked at $126K in Q4 2024.
34 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.