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

Kingsview 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	-95,540	Closed	-$1.87M	–	573
2019 Q4	$1.87M	Buy	95,540 +70,867	+287%	+$1.36M	0.23%	120
2019 Q3	$463K	Buy	+24,673	New	+$480K	0.07%	266
2018 Q4	–	Sell	-44,300	Closed	-$1.04M	–	444
2018 Q3	$1.04M	Sell	44,300 -15,250	-26%	-$349K	0.21%	141
2018 Q2	$1.35M	Buy	59,550 +5,128	+9%	+$118K	0.32%	102
2018 Q1	$1.24M	Buy	+54,422	New	+$1.25M	0.31%	97
2017 Q3	–	Sell	-12,302	Closed	-$277K	–	407
2017 Q2	$277K	Sell	12,302 -44,291	-78%	-$1.01M	0.14%	196
2017 Q1	$1.33M	Buy	+56,593	New	+$1.34M	0.79%	29

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

Kingsview Wealth Management's TBF Position: Q1 2020 in Review

Kingsview Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2020, closing a stake of 95,540 shares — an estimated $1.87M sold.

Kingsview Wealth Management first reported a position in TBF in Q1 2017 and held it in 7 quarters. The position peaked at $1.87M in Q4 2019. 54 funds tracked by Wall St. Rank hold TBF as of Q1 2020.

Kingsview Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
Kingsview Wealth Management sold 95,540 ProShares Short 20+ Year Treasury ETF shares in Q1 2020, an estimated $1.87M.
Kingsview Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2017 and held it in 7 quarters.
Kingsview Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $1.87M in Q4 2019.
54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.