Principal Financial Group
TBF icon

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

Principal 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
2021
Q4 		– Sell
-19,329
Closed -$322K – 2626
2021
Q3 		$322K Buy
19,329
+568
+3% +$9.25K ﹤0.01% 2285
2021
Q2 		$317K Buy
18,761
+1,830
+11% +$32.1K ﹤0.01% 2338
2021
Q1 		$307K Buy
16,931
+488
+3% +$8.34K ﹤0.01% 2271
2020
Q4 		$259K Buy
16,443
+1,452
+10% +$22.8K ﹤0.01% 2264
2020
Q3 		$230K Buy
14,991
+1,375
+10% +$20.9K ﹤0.01% 2175
2020
Q2 		$210K Sell
13,616
-20,998
-61% -$325K ﹤0.01% 2177
2020
Q1 		$537K Buy
34,614
+1,624
+5% +$28.8K ﹤0.01% 1852
2019
Q4 		$647K Buy
32,990
+1,968
+6% +$37.8K ﹤0.01% 1897
2019
Q3 		$582K Buy
31,022
+5,570
+22% +$108K ﹤0.01% 1917
2019
Q2 		$519K Buy
25,452
+8,589
+51% +$184K ﹤0.01% 1955
2019
Q1 		$363K Buy
16,863
+1,873
+12% +$41.9K ﹤0.01% 1996
2018
Q4 		$336K Buy
+14,990
New +$355K ﹤0.01% 2000

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

Principal Financial Group's TBF Position: Q4 2021 in Review

Principal Financial Group sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2021, closing a stake of 19,329 shares — an estimated $322K sold.

Principal Financial Group first reported a position in TBF in Q4 2018 and held it in 12 quarters. The position peaked at $647K in Q4 2019. 81 funds tracked by Wall St. Rank hold TBF as of Q4 2021.

  • Principal Financial Group reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 19,329 ProShares Short 20+ Year Treasury ETF shares in Q4 2021, an estimated $322K.
  • Principal Financial Group first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's ProShares Short 20+ Year Treasury ETF position peaked at $647K in Q4 2019.
  • 81 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.