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

Institute for 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
2020 Q1	–	Sell	-9	Closed	–	–	655
2019 Q4	$0	Buy	+9	New	+$173	﹤0.01%	702
2014 Q4	–	Sell	-127	Closed	-$4K	–	54
2014 Q3	$4K	Sell	127 -96	-43%	-$2.71K	﹤0.01%	60
2014 Q2	$6K	Sell	223 -101,827	-100%	-$3M	0.01%	54
2014 Q1	$3.1M	Sell	102,050 -16,770	-14%	-$524K	2.65%	11
2013 Q4	$3.91M	Sell	118,820 -16,453	-12%	-$532K	2.82%	10
2013 Q3	$4.33M	Sell	135,273 -12,869	-9%	-$417K	2.98%	16
2013 Q2	$4.65M	Buy	+148,142	New	+$4.41M	3.73%	8

Other funds holding TBF

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

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Institute for Wealth Management's TBF Position: Q1 2020 in Review

Institute for Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2020, closing a stake of 9 shares.

Institute for Wealth Management first reported a position in TBF in Q2 2013 and held it in 7 quarters. The position peaked at $4.65M in Q2 2013. 54 funds tracked by Wall St. Rank hold TBF as of Q1 2020.

Institute for Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 9 ProShares Short 20+ Year Treasury ETF shares in Q1 2020.
Institute for Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 7 quarters.
Institute for Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $4.65M in Q2 2013.
54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.