Steward Partners Investment Advisory’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-10,760	Closed	-$195K	–	7387
2021 Q1	$195K	Buy	10,760 +9,875	+1,116%	+$169K	﹤0.01%	1318
2020 Q4	$14K	Hold	885	–	–	﹤0.01%	2190
2020 Q3	$14K	Hold	885	–	–	﹤0.01%	2021
2020 Q2	$14K	Buy	885 +3	+0.3%	+$46	﹤0.01%	1911
2020 Q1	$13K	Buy	882 +3	+0.3%	+$53	﹤0.01%	1769
2019 Q4	$17K	Buy	879 +4	+0.5%	+$77	﹤0.01%	1821
2019 Q3	$16K	Hold	875	–	–	﹤0.01%	1812
2019 Q2	$17K	Buy	+875	New	+$18.7K	﹤0.01%	1770
2018 Q4	–	Sell	-1,876	Closed	-$44K	–	2000
2018 Q3	$44K	Hold	1,876	–	–	﹤0.01%	1252
2018 Q2	$42K	Buy	1,876 +1,001	+114%	+$23.1K	﹤0.01%	1169
2018 Q1	$19K	Hold	875	–	–	﹤0.01%	1353
2017 Q4	$19K	Hold	875	–	–	﹤0.01%	1138
2017 Q3	$19K	Hold	875	–	–	﹤0.01%	958
2017 Q2	$19K	Hold	875	–	–	﹤0.01%	884
2017 Q1	$20K	Buy	+875	New	+$20.7K	﹤0.01%	763

Other funds holding TBF

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

LBD

Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

SIM

SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

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

Steward Partners Investment Advisory's TBF Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q2 2021, closing a stake of 10,760 shares — an estimated $195K sold.

Steward Partners Investment Advisory first reported a position in TBF in Q1 2017 and held it in 15 quarters. The position peaked at $195K in Q1 2021. 87 funds tracked by Wall St. Rank hold TBF as of Q2 2021.

Steward Partners Investment Advisory reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 10,760 ProShares Short 20+ Year Treasury ETF shares in Q2 2021, an estimated $195K.
Steward Partners Investment Advisory first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2017 and held it in 15 quarters.
Steward Partners Investment Advisory's ProShares Short 20+ Year Treasury ETF position peaked at $195K in Q1 2021.
87 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.