EWA
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EverSource Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

EverSource Wealth Advisors’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
2022
Q1 		– Sell
-150
Closed -$2K – 1840
2021
Q4 		$2K Buy
+150
New +$2.43K ﹤0.01% 1628

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PI
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SAM
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EF
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JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
IFA
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EverSource Wealth Advisors's TBF Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2022, closing a stake of 150 shares — an estimated $2K sold.

EverSource Wealth Advisors first reported a position in TBF in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 85 funds tracked by Wall St. Rank hold TBF as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 150 ProShares Short 20+ Year Treasury ETF shares in Q1 2022, an estimated $2K.
  • EverSource Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $2K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.