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Independent Portfolio Consultants’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Independent Portfolio Consultants’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 		$145K Sell
6,445
-7,155
-53% -$163K 0.06% 348
2017
Q1 		$319K Sell
13,600
-33,160
-71% -$785K 0.11% 270
2016
Q4 		$1.12M Buy
+46,760
New +$1.07M 0.37% 70
2015
Q3 		– Sell
-30,950
Closed -$812K – 860
2015
Q2 		$812K Buy
+30,950
New +$785K 0.16% 183

Other funds holding TBF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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 $319M AUM 23.48% 1-Year Est. Return

Independent Portfolio Consultants's TBF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its ProShares Short 20+ Year Treasury ETF (TBF) stake by 53% in Q2 2017, selling an estimated $163K and leaving 6,445 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #348.

Independent Portfolio Consultants first reported a position in TBF in Q2 2015 and has held it in 4 quarters since. The position peaked at $1.12M in Q4 2016. 79 funds tracked by Wall St. Rank hold TBF as of Q2 2017.

  • Independent Portfolio Consultants held 6,445 shares of ProShares Short 20+ Year Treasury ETF worth $145K as of Q2 2017.
  • Independent Portfolio Consultants sold 7,155 ProShares Short 20+ Year Treasury ETF shares in Q2 2017, an estimated $163K.
  • ProShares Short 20+ Year Treasury ETF made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #348 holding.
  • Independent Portfolio Consultants first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2015 and has held it in 4 quarters since.
  • Independent Portfolio Consultants's ProShares Short 20+ Year Treasury ETF position peaked at $1.12M in Q4 2016.
  • 79 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.