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J. Safra Asset Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

J. Safra Asset 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
2022
Q1 		– Sell
-795
Closed -$50K – 136
2021
Q4 		$50K Buy
+795
New +$12.9K 1.03% 7

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OPCM
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PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

J. Safra Asset Management's TBF Position: Q1 2022 in Review

J. Safra Asset Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2022, closing a stake of 795 shares — an estimated $50K sold.

J. Safra Asset Management first reported a position in TBF in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 85 funds tracked by Wall St. Rank hold TBF as of Q1 2022.

  • J. Safra Asset Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • J. Safra Asset Management sold 795 ProShares Short 20+ Year Treasury ETF shares in Q1 2022, an estimated $50K.
  • J. Safra Asset Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2021 and held it in 1 quarter.
  • J. Safra Asset Management's ProShares Short 20+ Year Treasury ETF position peaked at $50K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2022.

Based on J. Safra Asset Management's 13F filing for Q1 2022, filed 9 May 2022.