IAA
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Independent Advisor Alliance’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-38,152
Closed -$889K – 386
2017
Q1 		$889K Buy
+38,152
New +$904K 0.14% 173

Other funds holding TBF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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

Independent Advisor Alliance's TBF Position: Q2 2017 in Review

Independent Advisor Alliance sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q2 2017, closing a stake of 38,152 shares — an estimated $889K sold.

Independent Advisor Alliance first reported a position in TBF in Q1 2017 and held it in 1 quarter. The position peaked at $889K in Q1 2017. 79 funds tracked by Wall St. Rank hold TBF as of Q2 2017.

  • Independent Advisor Alliance reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 38,152 ProShares Short 20+ Year Treasury ETF shares in Q2 2017, an estimated $889K.
  • Independent Advisor Alliance first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's ProShares Short 20+ Year Treasury ETF position peaked at $889K in Q1 2017.
  • 79 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.