Gofen & Glossberg’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Gofen & Glossberg’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
2022 Q4	$284K	Hold	12,500	–	–	0.01%	439
2022 Q3	$279K	Sell	12,500 -1,000	-7%	-$20.4K	0.01%	421
2022 Q2	$271K	Hold	13,500	–	–	0.01%	433
2022 Q1	$239K	Hold	13,500	–	–	0.01%	503
2021 Q4	$216K	Hold	13,500	–	–	﹤0.01%	543
2021 Q3	$225K	Hold	13,500	–	–	0.01%	525
2021 Q2	$228K	Hold	13,500	–	–	0.01%	503
2021 Q1	$245K	Buy	+13,500	New	+$231K	0.01%	465

Other funds holding TBF

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

DSN

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

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

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

SIM

SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Gofen & Glossberg's TBF Position: Q4 2022 in Review

Gofen & Glossberg held its ProShares Short 20+ Year Treasury ETF (TBF) position steady in Q4 2022 at 12,500 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #439.

Gofen & Glossberg first reported a position in TBF in Q1 2021 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold TBF as of Q4 2022.

Gofen & Glossberg held 12,500 shares of ProShares Short 20+ Year Treasury ETF worth $284K as of Q4 2022.
Gofen & Glossberg left its ProShares Short 20+ Year Treasury ETF share count unchanged in Q4 2022.
ProShares Short 20+ Year Treasury ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #439 holding.
Gofen & Glossberg first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2021 and has held it in 8 quarters since.
83 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.