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Plante Moran Financial Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-601
Closed -$10K – 1015
2021
Q2 		$10K Buy
+601
New +$10.5K ﹤0.01% 684
2019
Q1 		– Sell
-600
Closed -$13K – 928
2018
Q4 		$13K Buy
+600
New +$14.2K ﹤0.01% 474

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

Plante Moran Financial Advisors's TBF Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2021, closing a stake of 601 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in TBF in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 84 funds tracked by Wall St. Rank hold TBF as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 601 ProShares Short 20+ Year Treasury ETF shares in Q3 2021, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $13K in Q4 2018.
  • 84 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.