Nadler Financial Group’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Nadler Financial Group’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	-16,924	Closed	-$384K	–	121
2022 Q4	$384K	Buy	16,924 +4,219	+33%	+$95.3K	0.07%	71
2022 Q3	$283K	Sell	12,705 -12,705	-50%	-$259K	0.05%	81
2022 Q2	$509K	Hold	25,410	–	–	0.09%	63
2022 Q1	$450K	Hold	25,410	–	–	0.07%	72
2021 Q4	$406K	Buy	25,410 +2,100	+9%	+$34.1K	0.06%	79
2021 Q3	$389K	Buy	23,310 +2,100	+10%	+$34.2K	0.06%	74
2021 Q2	$358K	Buy	21,210 +8,368	+65%	+$147K	0.06%	79
2021 Q1	$233K	Buy	+12,842	New	+$219K	0.04%	109
2014 Q4	–	Sell	-9,095	Closed	-$252K	–	88
2014 Q3	$252K	Buy	9,095 +850	+10%	+$24K	0.15%	61
2014 Q2	$237K	Buy	+8,245	New	+$243K	0.15%	56
2014 Q1	–	Sell	-7,870	Closed	-$259K	–	82
2013 Q4	$259K	Buy	+7,870	New	+$254K	0.17%	63

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 $1.99B AUM 22.34% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Nadler Financial Group's TBF Position: Q1 2023 in Review

Nadler Financial Group sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2023, closing a stake of 16,924 shares — an estimated $384K sold.

Nadler Financial Group first reported a position in TBF in Q4 2013 and held it in 11 quarters. The position peaked at $509K in Q2 2022. 70 funds tracked by Wall St. Rank hold TBF as of Q1 2023.

Nadler Financial Group reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2023 after selling out during the quarter.
Nadler Financial Group sold 16,924 ProShares Short 20+ Year Treasury ETF shares in Q1 2023, an estimated $384K.
Nadler Financial Group first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2013 and held it in 11 quarters.
Nadler Financial Group's ProShares Short 20+ Year Treasury ETF position peaked at $509K in Q2 2022.
70 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2023.

Based on Nadler Financial Group's 13F filing for Q1 2023, filed 19 Apr 2023.