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Freedom Investment Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Freedom Investment 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
2021
Q3 		– Sell
-11,312
Closed -$191K – 900
2021
Q2 		$191K Sell
11,312
-1,320
-10% -$23.1K 0.01% 830
2021
Q1 		$229K Buy
+12,632
New +$216K 0.02% 752
2018
Q2 		– Sell
-43,038
Closed -$977K – 1125
2018
Q1 		$977K Buy
+43,038
New +$988K 0.05% 380
2017
Q4 		– Sell
-73,384
Closed -$1.65M – 1176
2017
Q3 		$1.65M Buy
+73,384
New +$1.64M 0.09% 186
2017
Q1 		– Sell
-50,705
Closed -$1.21M – 1114
2016
Q4 		$1.21M Buy
+50,705
New +$1.17M 0.08% 198
2016
Q1 		– Sell
-77,973
Closed -$1.93M – 887
2015
Q4 		$1.93M Buy
+77,973
New +$1.92M 0.15% 88
2015
Q3 		– Sell
-36,764
Closed -$964K – 732
2015
Q2 		$964K Buy
+36,764
New +$933K 0.1% 162
2014
Q2 		– Sell
-44,748
Closed -$1.36M – 520
2014
Q1 		$1.36M Buy
44,748
+746
+2% +$23.3K 0.29% 44
2013
Q4 		$1.45M Buy
+44,002
New +$1.42M 0.36% 41
2013
Q3 		– Sell
-16,080
Closed -$505K – 403
2013
Q2 		$505K Buy
+16,080
New +$479K 0.17% 105

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

Freedom Investment Management's TBF Position: Q3 2021 in Review

Freedom Investment Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2021, closing a stake of 11,312 shares — an estimated $191K sold.

Freedom Investment Management first reported a position in TBF in Q2 2013 and held it in 10 quarters. The position peaked at $1.93M in Q4 2015. 84 funds tracked by Wall St. Rank hold TBF as of Q3 2021.

  • Freedom Investment Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 11,312 ProShares Short 20+ Year Treasury ETF shares in Q3 2021, an estimated $191K.
  • Freedom Investment Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 10 quarters.
  • Freedom Investment Management's ProShares Short 20+ Year Treasury ETF position peaked at $1.93M in Q4 2015.
  • 84 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.