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

Optimum Investment 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
2019
Q3 		– Sell
-2,500
Closed -$51K – 1027
2019
Q2 		$51K Hold
2,500
– – 0.02% 501
2019
Q1 		$54K Hold
2,500
– – 0.02% 492
2018
Q4 		$56K Hold
2,500
– – 0.02% 452
2018
Q3 		$59K Hold
2,500
– – 0.02% 505
2018
Q2 		$57K Buy
2,500
+1,500
+150% +$34.6K 0.02% 507
2018
Q1 		$23K Buy
+1,000
New +$23K 0.01% 687

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optimum Investment Advisors's TBF Position: Q3 2019 in Review

Optimum Investment Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2019, closing a stake of 2,500 shares — an estimated $51K sold.

Optimum Investment Advisors first reported a position in TBF in Q1 2018 and held it in 6 quarters. The position peaked at $59K in Q3 2018. 53 funds tracked by Wall St. Rank hold TBF as of Q3 2019.

  • Optimum Investment Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,500 ProShares Short 20+ Year Treasury ETF shares in Q3 2019, an estimated $51K.
  • Optimum Investment Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $59K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.