SPL
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Smart Portfolios LLC’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Smart Portfolios LLC’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
-45,140
Closed -$753K – 60
2021
Q3 		$753K Buy
+45,140
New +$735K 0.6% 31

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EF
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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

Smart Portfolios LLC's TBF Position: Q4 2021 in Review

Smart Portfolios LLC sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2021, closing a stake of 45,140 shares — an estimated $753K sold.

Smart Portfolios LLC first reported a position in TBF in Q3 2021 and held it in 1 quarter. The position peaked at $753K in Q3 2021. 81 funds tracked by Wall St. Rank hold TBF as of Q4 2021.

  • Smart Portfolios LLC reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Smart Portfolios LLC sold 45,140 ProShares Short 20+ Year Treasury ETF shares in Q4 2021, an estimated $753K.
  • Smart Portfolios LLC first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Smart Portfolios LLC's ProShares Short 20+ Year Treasury ETF position peaked at $753K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2021.

Based on Smart Portfolios LLC's 13F filing for Q4 2021, filed 26 Jan 2022.