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 Q2	$242K	Hold	10,000	–	–	0.02%	158
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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

VAM

Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return

Private Wealth Partners's TBF Position: Q2 2026 in Review

Private Wealth Partners held its ProShares Short 20+ Year Treasury ETF (TBF) position steady in Q2 2026 at 10,000 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #158.

Private Wealth Partners first reported a position in TBF in Q1 2023 and has held it in 14 quarters since. The position peaked at $252K in Q3 2023. 34 funds tracked by Wall St. Rank hold TBF as of Q2 2026.

Private Wealth Partners held 10,000 shares of ProShares Short 20+ Year Treasury ETF worth $242K as of Q2 2026.
Private Wealth Partners left its ProShares Short 20+ Year Treasury ETF share count unchanged in Q2 2026.
ProShares Short 20+ Year Treasury ETF made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #158 holding.
Private Wealth Partners first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Private Wealth Partners's ProShares Short 20+ Year Treasury ETF position peaked at $252K in Q3 2023.
34 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.