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Foundations Investment Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Foundations Investment 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
2026
Q2 		$273K Sell
11,262
-720
-6% -$17.6K ﹤0.01% 1011
2026
Q1 		$290K Buy
+11,982
New +$287K ﹤0.01% 923

Other funds holding TBF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return

Foundations Investment Advisors's TBF Position: Q2 2026 in Review

Foundations Investment Advisors reduced its ProShares Short 20+ Year Treasury ETF (TBF) stake by 6% in Q2 2026, selling an estimated $17.6K and leaving 11,262 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Foundations Investment Advisors first reported a position in TBF in Q1 2026 and has held it in 2 quarters since. The position peaked at $290K in Q1 2026. 34 funds tracked by Wall St. Rank hold TBF as of Q2 2026.

  • Foundations Investment Advisors held 11,262 shares of ProShares Short 20+ Year Treasury ETF worth $273K as of Q2 2026.
  • Foundations Investment Advisors sold 720 ProShares Short 20+ Year Treasury ETF shares in Q2 2026, an estimated $17.6K.
  • ProShares Short 20+ Year Treasury ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1011 holding.
  • Foundations Investment Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Foundations Investment Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $290K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.