HCR Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

HCR Wealth Advisors’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 Q1	–	Sell	-391,725	Closed	-$6.26M	–	205
2021 Q4	$6.26M	Sell	391,725 -12,797	-3%	-$208K	0.97%	17
2021 Q3	$6.75M	Sell	404,522 -1,214	-0.3%	-$19.8K	1.13%	14
2021 Q2	$6.85M	Buy	405,736 +7,337	+2%	+$129K	1.19%	13
2021 Q1	$7.22M	Buy	+398,399	New	+$6.8M	1.43%	10
2018 Q4	–	Sell	-249,461	Closed	-$6M	–	170
2018 Q3	$6M	Sell	249,461 -50	-0%	-$1.15K	1.96%	6
2018 Q2	$5.65M	Buy	249,511 +18,901	+8%	+$436K	1.85%	6
2018 Q1	$5.24M	Buy	230,610 +34,750	+18%	+$798K	1.82%	6
2017 Q4	$4.28M	Sell	195,860 -5,275	-3%	-$117K	1.5%	11
2017 Q3	$4.51M	Hold	201,135	–	–	1.9%	7
2017 Q2	$4.52M	Buy	201,135 +8,400	+4%	+$192K	2.23%	3
2017 Q1	$4.52M	Buy	192,735 +84,005	+77%	+$1.99M	2.32%	4
2016 Q4	$2.6M	Buy	+108,730	New	+$2.5M	1.37%	19

Other funds holding TBF

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Pachira Investments Dana Point, California $214M AUM 19.76% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Jefferies Group New York $3.42B AUM 6.2% 1-Year Est. Return

William Blair & Company

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

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return