Global Wealth Management Investment Advisory’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q1	–	Sell	-267	Closed	-$5K	–	662
2019 Q4	$5K	Hold	267	–	–	﹤0.01%	438
2019 Q3	$5K	Hold	267	–	–	﹤0.01%	409
2019 Q2	$5K	Hold	267	–	–	﹤0.01%	448
2019 Q1	$6K	Sell	267 -209	-44%	-$4.68K	﹤0.01%	437
2018 Q4	$11K	Buy	+476	New	+$11.3K	0.01%	374

Other funds holding TBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Global Wealth Management Investment Advisory's TBF Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2020, closing a stake of 267 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in TBF in Q4 2018 and held it in 5 quarters. The position peaked at $11K in Q4 2018. 54 funds tracked by Wall St. Rank hold TBF as of Q1 2020.

Global Wealth Management Investment Advisory reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 267 ProShares Short 20+ Year Treasury ETF shares in Q1 2020, an estimated $5K.
Global Wealth Management Investment Advisory first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2018 and held it in 5 quarters.
Global Wealth Management Investment Advisory's ProShares Short 20+ Year Treasury ETF position peaked at $11K in Q4 2018.
54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.