Tiller Private Wealth’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Tiller Private Wealth’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
2017 Q4	–	Sell	-181,061	Closed	-$4.06M	–	41
2017 Q3	$4.06M	Sell	181,061 -1,205	-0.7%	-$26.9K	3.16%	17
2017 Q2	$4.1M	Sell	182,266 -415	-0.2%	-$9.47K	3.22%	16
2017 Q1	$4.29M	Buy	182,681 +95	+0.1%	+$2.25K	3.38%	17
2016 Q4	$4.36M	Sell	182,586 -3,510	-2%	-$80.7K	3.41%	16
2016 Q3	$3.91M	Buy	186,096 +1,825	+1%	+$38.2K	3.27%	17
2016 Q2	$3.88M	Sell	184,271 -4,050	-2%	-$90.3K	3.25%	16
2016 Q1	$4.26M	Buy	188,321 +85	+0%	+$1.97K	3.63%	12
2015 Q4	$4.66M	Buy	+188,236	New	+$4.65M	4.44%	13

Other funds holding TBF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

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

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return