Dynasty Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Dynasty Wealth Management’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 Q4	–	Sell	-13,000	Closed	-$304K	–	91
2018 Q3	$304K	Hold	13,000	–	–	0.39%	76
2018 Q2	$294K	Buy	+13,000	New	+$300K	0.61%	48
2018 Q1	–	Sell	-10,500	Closed	-$230K	–	94
2017 Q4	$230K	Buy	+10,500	New	+$233K	0.4%	80

Other funds holding TBF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Dynasty Wealth Management's TBF Position: Q4 2018 in Review

Dynasty Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2018, closing a stake of 13,000 shares — an estimated $304K sold.

Dynasty Wealth Management first reported a position in TBF in Q4 2017 and held it in 3 quarters. The position peaked at $304K in Q3 2018. 79 funds tracked by Wall St. Rank hold TBF as of Q4 2018.

Dynasty Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 13,000 ProShares Short 20+ Year Treasury ETF shares in Q4 2018, an estimated $304K.
Dynasty Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2017 and held it in 3 quarters.
Dynasty Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $304K in Q3 2018.
79 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.