EFG
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Ethos Financial Group’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Ethos Financial Group’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
Q1 		– Sell
-358,056
Closed -$8.12M – 201
2022
Q4 		$8.12M Buy
+358,056
New +$8.09M 2.75% 12

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.72B AUM 7.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Ethos Financial Group's TBF Position: Q1 2023 in Review

Ethos Financial Group sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2023, closing a stake of 358,056 shares — an estimated $8.12M sold.

Ethos Financial Group first reported a position in TBF in Q4 2022 and held it in 1 quarter. The position peaked at $8.12M in Q4 2022. 70 funds tracked by Wall St. Rank hold TBF as of Q1 2023.

  • Ethos Financial Group reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Ethos Financial Group sold 358,056 ProShares Short 20+ Year Treasury ETF shares in Q1 2023, an estimated $8.12M.
  • Ethos Financial Group first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Ethos Financial Group's ProShares Short 20+ Year Treasury ETF position peaked at $8.12M in Q4 2022.
  • 70 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2023.

Based on Ethos Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.