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

Spire 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
2025 Q2	–	Sell	-198	Closed	-$4.67K	–	2556
2025 Q1	$4.67K	Hold	198	–	–	﹤0.01%	2076
2024 Q4	$4.87K	Buy	198 +5	+3%	+$118	﹤0.01%	2047
2024 Q3	$4.28K	Buy	193 +2	+1%	+$45	﹤0.01%	1852
2024 Q2	$4.53K	Hold	191	–	–	﹤0.01%	1849
2024 Q1	$4.43K	Buy	191 +1	+0.5%	+$23	﹤0.01%	1955
2023 Q4	$4.42K	Buy	190 +4	+2%	+$99	﹤0.01%	1985
2023 Q3	$4.68K	Buy	186 +1	+0.5%	+$23	﹤0.01%	1961
2023 Q2	$4K	Buy	185 +3	+2%	+$65	﹤0.01%	2057
2023 Q1	$3.85K	Buy	182 +1	+0.6%	+$22	﹤0.01%	2097
2022 Q4	$4K	Buy	181 +1	+0.6%	+$23	﹤0.01%	1922
2022 Q3	$4K	Hold	180	–	–	﹤0.01%	1822
2022 Q2	$4K	Buy	180 +1	+0.6%	+$20	﹤0.01%	2218
2022 Q1	$3K	Hold	179	–	–	﹤0.01%	2349
2021 Q4	$3K	Hold	179	–	–	﹤0.01%	2720
2021 Q3	$3K	Hold	179	–	–	﹤0.01%	2418
2021 Q2	$3K	Sell	179 -1	-0.6%	-$18	﹤0.01%	2437
2021 Q1	$3K	Buy	+180	New	+$3.07K	﹤0.01%	2778

Other funds holding TBF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

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

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

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spire Wealth Management's TBF Position: Q2 2025 in Review

Spire Wealth Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q2 2025, closing a stake of 198 shares — an estimated $4.67K sold.

Spire Wealth Management first reported a position in TBF in Q1 2021 and held it in 17 quarters. The position peaked at $4.87K in Q4 2024. 37 funds tracked by Wall St. Rank hold TBF as of Q2 2025.

Spire Wealth Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 198 ProShares Short 20+ Year Treasury ETF shares in Q2 2025, an estimated $4.67K.
Spire Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $4.87K in Q4 2024.
37 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.