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Founders Financial Securities’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Founders Financial Securities’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
Q4 		– Sell
-22,523
Closed -$376K – 281
2021
Q3 		$376K Buy
22,523
+1,893
+9% +$30.8K 0.08% 193
2021
Q2 		$348K Buy
+20,630
New +$362K 0.07% 211

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Securities's TBF Position: Q4 2021 in Review

Founders Financial Securities sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2021, closing a stake of 22,523 shares — an estimated $376K sold.

Founders Financial Securities first reported a position in TBF in Q2 2021 and held it in 2 quarters. The position peaked at $376K in Q3 2021. 81 funds tracked by Wall St. Rank hold TBF as of Q4 2021.

  • Founders Financial Securities reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Securities sold 22,523 ProShares Short 20+ Year Treasury ETF shares in Q4 2021, an estimated $376K.
  • Founders Financial Securities first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2021 and held it in 2 quarters.
  • Founders Financial Securities's ProShares Short 20+ Year Treasury ETF position peaked at $376K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2021.

Based on Founders Financial Securities's 13F filing for Q4 2021, filed 14 Feb 2022.