Creative Planning
TBF icon

Creative Planning’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-32
Closed -$1K – 3513
2017
Q2 		$1K Sell
32
-11,437
-100% -$261K ﹤0.01% 4495
2017
Q1 		$269K Buy
11,469
+1,050
+10% +$24.9K ﹤0.01% 1326
2016
Q4 		$249K Buy
10,419
+8,369
+408% +$192K ﹤0.01% 1289
2016
Q3 		$43K Buy
+2,050
New +$42.9K ﹤0.01% 2485
2014
Q3 		– Sell
-2,105
Closed -$61K – 4149
2014
Q2 		$61K Buy
2,105
+1,985
+1,654% +$58.5K ﹤0.01% 1748
2014
Q1 		$4K Buy
+120
New +$3.75K ﹤0.01% 3194

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's TBF Position: Q3 2017 in Review

Creative Planning sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2017, closing a stake of 32 shares — an estimated $1K sold.

Creative Planning first reported a position in TBF in Q1 2014 and held it in 6 quarters. The position peaked at $269K in Q1 2017. 73 funds tracked by Wall St. Rank hold TBF as of Q3 2017.

  • Creative Planning reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 32 ProShares Short 20+ Year Treasury ETF shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2014 and held it in 6 quarters.
  • Creative Planning's ProShares Short 20+ Year Treasury ETF position peaked at $269K in Q1 2017.
  • 73 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.