GRP
TBF icon

Global Retirement Partners’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-15
Closed -$332 – 3776
2024
Q3 		$332 Hold
15
– – ﹤0.01% 3330
2024
Q2 		$356 Sell
15
-37
-71% -$893 ﹤0.01% 3352
2024
Q1 		$1.21K Sell
52
-61
-54% -$1.42K ﹤0.01% 2920
2023
Q4 		$2.61K Buy
113
+1
+0.9% +$25 ﹤0.01% 2566
2023
Q3 		$2.88K Sell
112
-25
-18% -$583 ﹤0.01% 2397
2023
Q2 		$2.97K Sell
137
-640
-82% -$13.9K ﹤0.01% 2396
2023
Q1 		$16.4K Buy
+777
New +$16.8K ﹤0.01% 1722
2022
Q2 		– Sell
-9
Closed – – 2876
2022
Q1 		$0 Buy
+9
New +$154 ﹤0.01% 2774
2018
Q4 		– Sell
-351
Closed -$8K – 1555
2018
Q3 		$8K Hold
351
– – ﹤0.01% 1104
2018
Q2 		$8K Hold
351
– – ﹤0.01% 1073
2018
Q1 		$8K Hold
351
– – ﹤0.01% 1035
2017
Q4 		$8K Buy
+351
New +$7.79K ﹤0.01% 989

Other funds holding TBF

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Global Retirement Partners's TBF Position: Q4 2024 in Review

Global Retirement Partners sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2024, closing a stake of 15 shares — an estimated $332 sold.

Global Retirement Partners first reported a position in TBF in Q4 2017 and held it in 12 quarters. The position peaked at $16.4K in Q1 2023. 43 funds tracked by Wall St. Rank hold TBF as of Q4 2024.

  • Global Retirement Partners reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 15 ProShares Short 20+ Year Treasury ETF shares in Q4 2024, an estimated $332.
  • Global Retirement Partners first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2017 and held it in 12 quarters.
  • Global Retirement Partners's ProShares Short 20+ Year Treasury ETF position peaked at $16.4K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.