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Iams Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Iams Wealth Management’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
2023
Q4 		– Sell
-15,237
Closed -$383K – 123
2023
Q3 		$383K Buy
+15,237
New +$355K 0.27% 90

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Iams Wealth Management's TBF Position: Q4 2023 in Review

Iams Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2023, closing a stake of 15,237 shares — an estimated $383K sold.

Iams Wealth Management first reported a position in TBF in Q3 2023 and held it in 1 quarter. The position peaked at $383K in Q3 2023. 54 funds tracked by Wall St. Rank hold TBF as of Q4 2023.

  • Iams Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Iams Wealth Management sold 15,237 ProShares Short 20+ Year Treasury ETF shares in Q4 2023, an estimated $383K.
  • Iams Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Iams Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $383K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.