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FormulaFolio Investments’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$3K Hold
149
– – ﹤0.01% 416
2021
Q1 		$3K Sell
149
-170,573
-100% -$2.91M ﹤0.01% 385
2020
Q4 		$2.69M Buy
+170,722
New +$2.68M 0.06% 217

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FormulaFolio Investments's TBF Position: Q2 2021 in Review

FormulaFolio Investments held its ProShares Short 20+ Year Treasury ETF (TBF) position steady in Q2 2021 at 149 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

FormulaFolio Investments first reported a position in TBF in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.69M in Q4 2020. 87 funds tracked by Wall St. Rank hold TBF as of Q2 2021.

  • FormulaFolio Investments held 149 shares of ProShares Short 20+ Year Treasury ETF worth $3K as of Q2 2021.
  • FormulaFolio Investments left its ProShares Short 20+ Year Treasury ETF share count unchanged in Q2 2021.
  • ProShares Short 20+ Year Treasury ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #416 holding.
  • FormulaFolio Investments first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's ProShares Short 20+ Year Treasury ETF position peaked at $2.69M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.