SWM
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Selective Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Selective Wealth 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
-4,000
Closed -$80K – 830
2022
Q2 		$80K Buy
+4,000
New +$78.9K 0.03% 253

Other funds holding TBF

QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
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
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
EF
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Selective Wealth Management's TBF Position: Q3 2022 in Review

Selective Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2022, closing a stake of 4,000 shares — an estimated $80K sold.

Selective Wealth Management first reported a position in TBF in Q2 2022 and held it in 1 quarter. The position peaked at $80K in Q2 2022. 93 funds tracked by Wall St. Rank hold TBF as of Q3 2022.

  • Selective Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 4,000 ProShares Short 20+ Year Treasury ETF shares in Q3 2022, an estimated $80K.
  • Selective Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Selective Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $80K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.