Rockefeller Capital Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Rockefeller Capital Management’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
2022 Q3	–	Sell	-93	Closed	-$1K	–	4356
2022 Q2	$1K	Buy	+93	New	+$1.83K	﹤0.01%	4016
2020 Q3	–	Sell	-1,000	Closed	-$15K	–	2788
2020 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1776
2020 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1596
2019 Q4	$20K	Hold	1,000	–	–	﹤0.01%	1399
2019 Q3	$19K	Buy	+1,000	New	+$19.5K	﹤0.01%	1239

Other funds holding TBF

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

DSN

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Rockefeller Capital Management's TBF Position: Q3 2022 in Review

Rockefeller Capital Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2022, closing a stake of 93 shares — an estimated $1K sold.

Rockefeller Capital Management first reported a position in TBF in Q3 2019 and held it in 5 quarters. The position peaked at $20K in Q4 2019. 93 funds tracked by Wall St. Rank hold TBF as of Q3 2022.

Rockefeller Capital Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2022 after selling out during the quarter.
Rockefeller Capital Management sold 93 ProShares Short 20+ Year Treasury ETF shares in Q3 2022, an estimated $1K.
Rockefeller Capital Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2019 and held it in 5 quarters.
Rockefeller Capital Management's ProShares Short 20+ Year Treasury ETF position peaked at $20K in Q4 2019.
93 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.