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

NewEdge 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 Q4	–	Sell	-427	Closed	-$10.7K	–	3874
2023 Q3	$10.7K	Sell	427 -1,232	-74%	-$28.7K	﹤0.01%	2554
2023 Q2	$36K	Buy	+1,659	New	+$35.9K	﹤0.01%	2195

Other funds holding TBF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

LCM

Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return

NewEdge Advisors's TBF Position: Q4 2023 in Review

NewEdge Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2023, closing a stake of 427 shares — an estimated $10.7K sold.

NewEdge Advisors first reported a position in TBF in Q2 2023 and held it in 2 quarters. The position peaked at $36K in Q2 2023. 54 funds tracked by Wall St. Rank hold TBF as of Q4 2023.

NewEdge Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 427 ProShares Short 20+ Year Treasury ETF shares in Q4 2023, an estimated $10.7K.
NewEdge Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2023 and held it in 2 quarters.
NewEdge Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $36K in Q2 2023.
54 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.