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

Interactive Financial 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	-2,095	Closed	-$47.5K	–	148
2022 Q4	$47.5K	Sell	2,095 -76,970	-97%	-$1.74M	0.03%	123
2022 Q3	$1.76M	Sell	79,065 -118,052	-60%	-$2.41M	1.02%	25
2022 Q2	$3.95M	Sell	197,117 -48,721	-20%	-$961K	1.99%	13
2022 Q1	$4.35M	Buy	+245,838	New	+$4.2M	2.04%	15
2021 Q3	–	Sell	-249,581	Closed	-$4.21M	–	173
2021 Q2	$4.21M	Sell	249,581 -1,246	-0.5%	-$21.9K	1.71%	23
2021 Q1	$4.54M	Buy	+250,827	New	+$4.28M	1.91%	19
2019 Q1	–	Sell	-90	Closed	-$2K	–	127
2018 Q4	$2K	Buy	+90	New	+$2.13K	﹤0.01%	98
2018 Q3	–	Sell	-15,774	Closed	-$357K	–	125
2018 Q2	$357K	Sell	15,774 -268,837	-94%	-$6.21M	0.17%	54
2018 Q1	$6.46M	Buy	+284,611	New	+$6.53M	3.08%	14
2017 Q2	–	Sell	-264,881	Closed	-$6.21M	–	105
2017 Q1	$6.21M	Buy	264,881 +20,027	+8%	+$474K	3.02%	14
2016 Q4	$5.85M	Buy	+244,854	New	+$5.63M	2.95%	14

Other funds holding TBF

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

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 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

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

Interactive Financial Advisors's TBF Position: Q1 2023 in Review

Interactive Financial Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2023, closing a stake of 2,095 shares — an estimated $47.5K sold.

Interactive Financial Advisors first reported a position in TBF in Q4 2016 and held it in 11 quarters. The position peaked at $6.46M in Q1 2018. 70 funds tracked by Wall St. Rank hold TBF as of Q1 2023.

Interactive Financial Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 2,095 ProShares Short 20+ Year Treasury ETF shares in Q1 2023, an estimated $47.5K.
Interactive Financial Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2016 and held it in 11 quarters.
Interactive Financial Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $6.46M in Q1 2018.
70 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.