First Heartland Consultants’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

First Heartland Consultants’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
2024 Q3	–	Sell	-66,090	Closed	-$1.57K	–	492
2024 Q2	$1.57K	Sell	66,090 -85,827	-56%	-$2.07M	0.11%	131
2024 Q1	$3.52M	Buy	+151,917	New	+$3.53M	0.37%	72
2023 Q4	–	Sell	-72,233	Closed	-$1.82M	–	383
2023 Q3	$1.82M	Sell	72,233 -68,407	-49%	-$1.59M	0.23%	103
2023 Q2	$3.05M	Sell	140,640 -1,840	-1%	-$39.9K	0.4%	63
2023 Q1	$3.01M	Buy	+142,480	New	+$3.08M	0.45%	57
2022 Q2	–	Sell	-20,480	Closed	-$362K	–	393
2022 Q1	$362K	Buy	+20,480	New	+$350K	0.06%	224
2014 Q1	–	Sell	-12,955	Closed	-$426K	–	253
2013 Q4	$426K	Buy	12,955 +4,301	+50%	+$139K	0.24%	116
2013 Q3	$278K	Sell	8,654 -725	-8%	-$23.5K	0.17%	165
2013 Q2	$294K	Buy	+9,379	New	+$279K	0.17%	156

Other funds holding TBF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

BWA

Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

First Heartland Consultants's TBF Position: Q3 2024 in Review

First Heartland Consultants sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2024, closing a stake of 66,090 shares — an estimated $1.57K sold.

First Heartland Consultants first reported a position in TBF in Q2 2013 and held it in 9 quarters. The position peaked at $3.52M in Q1 2024. 36 funds tracked by Wall St. Rank hold TBF as of Q3 2024.

First Heartland Consultants reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 66,090 ProShares Short 20+ Year Treasury ETF shares in Q3 2024, an estimated $1.57K.
First Heartland Consultants first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 9 quarters.
First Heartland Consultants's ProShares Short 20+ Year Treasury ETF position peaked at $3.52M in Q1 2024.
36 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.