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

Executive 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
2019
Q3 		– Sell
-83
Closed -$2K – 712
2019
Q2 		$2K Hold
83
– – ﹤0.01% 817
2019
Q1 		$2K Hold
83
– – ﹤0.01% 748
2018
Q4 		$2K Buy
+83
New +$1.96K ﹤0.01% 781

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Executive Wealth Management's TBF Position: Q3 2019 in Review

Executive Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2019, closing a stake of 83 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in TBF in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 53 funds tracked by Wall St. Rank hold TBF as of Q3 2019.

  • Executive Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 83 ProShares Short 20+ Year Treasury ETF shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $2K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.