GI
TBF icon

Gradient Investments’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Gradient Investments’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
2017
Q3 		– Sell
-52
Closed -$1K – 653
2017
Q2 		$1K Sell
52
-128
-71% -$2.92K ﹤0.01% 757
2017
Q1 		$4K Buy
+180
New +$4.26K ﹤0.01% 642
2014
Q3 		– Sell
-486
Closed -$14K – 534
2014
Q2 		$14K Buy
+486
New +$14.3K ﹤0.01% 328

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's TBF Position: Q3 2017 in Review

Gradient Investments sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2017, closing a stake of 52 shares — an estimated $1K sold.

Gradient Investments first reported a position in TBF in Q2 2014 and held it in 3 quarters. The position peaked at $14K in Q2 2014. 73 funds tracked by Wall St. Rank hold TBF as of Q3 2017.

  • Gradient Investments reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 52 ProShares Short 20+ Year Treasury ETF shares in Q3 2017, an estimated $1K.
  • Gradient Investments first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2014 and held it in 3 quarters.
  • Gradient Investments's ProShares Short 20+ Year Treasury ETF position peaked at $14K in Q2 2014.
  • 73 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.