Private Wealth Partners’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Private Wealth Partners’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
2026 Q1	$242K	Hold	10,000	–	–	0.02%	154
2025 Q4	$241K	Hold	10,000	–	–	0.02%	154
2025 Q3	$237K	Hold	10,000	–	–	0.02%	156
2025 Q2	$242K	Hold	10,000	–	–	0.02%	148
2025 Q1	$236K	Hold	10,000	–	–	0.02%	151
2024 Q4	$246K	Hold	10,000	–	–	0.02%	156
2024 Q3	$221K	Hold	10,000	–	–	0.02%	161
2024 Q2	$237K	Hold	10,000	–	–	0.02%	151
2024 Q1	$232K	Hold	10,000	–	–	0.02%	148
2023 Q4	$221K	Hold	10,000	–	–	0.02%	158
2023 Q3	$252K	Hold	10,000	–	–	0.02%	134
2023 Q2	$217K	Hold	10,000	–	–	0.02%	153
2023 Q1	$211K	Buy	+10,000	New	+$216K	0.02%	147

Other funds holding TBF

Coral Wealth Management Miami, Florida $89.4M AUM

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Hourglass Capital Houston, Texas $480M AUM 32.35% 1-Year Est. Return

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

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return