Deane Retirement Strategies’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Deane Retirement Strategies’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
2023 Q4	–	Sell	-72,740	Closed	-$1.83M	–	69
2023 Q3	$1.83M	Buy	72,740 +72,220	+13,888%	+$1.68M	1.02%	28
2023 Q2	$11.3K	Sell	520 -520	-50%	-$11.3K	0.01%	52
2023 Q1	$22K	Buy	1,040 +895	+617%	+$19.4K	0.01%	55
2022 Q4	$3.29K	Buy	+145	New	+$3.28K	﹤0.01%	65
2021 Q4	–	Sell	-620,720	Closed	-$10.4M	–	67
2021 Q3	$10.4M	Buy	620,720 +1,199	+0.2%	+$19.5K	5.79%	5
2021 Q2	$10.5M	Buy	619,521 +335,135	+118%	+$5.88M	5.75%	4
2021 Q1	$5.08M	Buy	+284,386	New	+$4.86M	2.74%	10
2018 Q3	–	Sell	-317,115	Closed	-$7.18M	–	62
2018 Q2	$7.18M	Buy	317,115 +6,085	+2%	+$141K	6.82%	3
2018 Q1	$7.06M	Buy	+311,030	New	+$7.14M	7.22%	3

Other funds holding TBF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

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

SIM

SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LCM

Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return

Deane Retirement Strategies's TBF Position: Q4 2023 in Review

Deane Retirement Strategies sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2023, closing a stake of 72,740 shares — an estimated $1.83M sold.

Deane Retirement Strategies first reported a position in TBF in Q1 2018 and held it in 9 quarters. The position peaked at $10.5M in Q2 2021. 54 funds tracked by Wall St. Rank hold TBF as of Q4 2023.

Deane Retirement Strategies reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2023 after selling out during the quarter.
Deane Retirement Strategies sold 72,740 ProShares Short 20+ Year Treasury ETF shares in Q4 2023, an estimated $1.83M.
Deane Retirement Strategies first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2018 and held it in 9 quarters.
Deane Retirement Strategies's ProShares Short 20+ Year Treasury ETF position peaked at $10.5M in Q2 2021.
54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2023.

Based on Deane Retirement Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.