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

IFP 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
2023
Q1 		– Sell
-294
Closed -$11K – 4330
2022
Q4 		$11K Buy
294
+33
+13% +$746 ﹤0.01% 3341
2022
Q3 		$8K Hold
261
– – ﹤0.01% 3808
2022
Q2 		$8K Hold
261
– – ﹤0.01% 3558
2022
Q1 		$8K Buy
+261
New +$4.46K ﹤0.01% 3557
2019
Q1 		$21K Buy
+945
New +$21.2K ﹤0.01% 1333
2018
Q4 		– Sell
-1,412
Closed -$33K – 3849
2018
Q3 		$33K Sell
1,412
-2,184
-61% -$50.1K ﹤0.01% 2149
2018
Q2 		$81K Buy
+3,596
New +$83K ﹤0.01% 1615
2017
Q4 		– Sell
-300
Closed -$7K – 4088
2017
Q3 		$7K Hold
300
– – ﹤0.01% 3239
2017
Q2 		$7K Buy
300
+200
+200% +$4.56K ﹤0.01% 3241
2017
Q1 		$2K Sell
100
-4,075
-98% -$96.5K ﹤0.01% 3693
2016
Q4 		$100K Buy
4,175
+3,080
+281% +$70.8K ﹤0.01% 1455
2016
Q3 		$23K Sell
1,095
-365
-25% -$7.64K ﹤0.01% 2322
2016
Q2 		$31K Buy
1,460
+515
+54% +$11.5K ﹤0.01% 2063
2016
Q1 		$21K Sell
945
-2,475
-72% -$57.4K ﹤0.01% 1331
2015
Q4 		$85K Buy
+3,420
New +$84.4K 0.01% 1268

Other funds holding TBF

AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

IFP Advisors's TBF Position: Q1 2023 in Review

IFP Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2023, closing a stake of 294 shares — an estimated $11K sold.

IFP Advisors first reported a position in TBF in Q4 2015 and held it in 15 quarters. The position peaked at $100K in Q4 2016. 70 funds tracked by Wall St. Rank hold TBF as of Q1 2023.

  • IFP Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 294 ProShares Short 20+ Year Treasury ETF shares in Q1 2023, an estimated $11K.
  • IFP Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2015 and held it in 15 quarters.
  • IFP Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $100K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.