SHWM
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Smith & Howard Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-1,065
Closed -$35K – 195
2013
Q4 		$35K Sell
1,065
-440
-29% -$14.2K 0.02% 126
2013
Q3 		$48K Sell
1,505
-264
-15% -$8.56K 0.03% 115
2013
Q2 		$56K Buy
+1,769
New +$52.6K 0.04% 95

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
BSWMG
Barrington Strategic Wealth Management Group Chicago, Illinois $198M AUM 10.24% 1-Year Est. Return

Smith & Howard Wealth Management's TBF Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2014, closing a stake of 1,065 shares — an estimated $35K sold.

Smith & Howard Wealth Management first reported a position in TBF in Q2 2013 and held it in 3 quarters. The position peaked at $56K in Q2 2013. 106 funds tracked by Wall St. Rank hold TBF as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,065 ProShares Short 20+ Year Treasury ETF shares in Q1 2014, an estimated $35K.
  • Smith & Howard Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $56K in Q2 2013.
  • 106 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.