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

Edge 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
2020 Q1	–	Sell	-42,000	Closed	-$823K	–	677
2019 Q4	$823K	Buy	+42,000	New	+$807K	0.16%	79
2018 Q3	–	Sell	-21,800	Closed	-$494K	–	635
2018 Q2	$494K	Buy	21,800 +10,800	+98%	+$249K	0.13%	100
2018 Q1	$250K	Sell	11,000 -11,000	-50%	-$253K	0.07%	115
2017 Q4	$480K	Hold	22,000	–	–	0.14%	87
2017 Q3	$493K	Buy	+22,000	New	+$491K	0.15%	79

Other funds holding TBF

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Edge Wealth Management's TBF Position: Q1 2020 in Review

Edge Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2020, closing a stake of 42,000 shares — an estimated $823K sold.

Edge Wealth Management first reported a position in TBF in Q3 2017 and held it in 5 quarters. The position peaked at $823K in Q4 2019. 54 funds tracked by Wall St. Rank hold TBF as of Q1 2020.

Edge Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 42,000 ProShares Short 20+ Year Treasury ETF shares in Q1 2020, an estimated $823K.
Edge Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2017 and held it in 5 quarters.
Edge Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $823K in Q4 2019.
54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.