NWWA
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New Wave Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-809
Closed -$19.9K – 614
2024
Q4 		$19.9K Buy
+809
New +$19.1K 0.01% 280

Other funds holding TBF

SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Wave Wealth Advisors's TBF Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2025, closing a stake of 809 shares — an estimated $19.9K sold.

New Wave Wealth Advisors first reported a position in TBF in Q4 2024 and held it in 1 quarter. The position peaked at $19.9K in Q4 2024. 34 funds tracked by Wall St. Rank hold TBF as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 809 ProShares Short 20+ Year Treasury ETF shares in Q1 2025, an estimated $19.9K.
  • New Wave Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $19.9K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.