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

Transform 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
2022 Q1	–	Sell	-18,868	Closed	-$302K	–	232
2021 Q4	$302K	Hold	18,868	–	–	0.03%	188
2021 Q3	$315K	Buy	+18,868	New	+$307K	0.04%	188
2021 Q2	–	Sell	-58,214	Closed	-$1.05M	–	230
2021 Q1	$1.05M	Buy	+58,214	New	+$994K	0.21%	97

Other funds holding TBF

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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

OPCM

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

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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Transform Wealth's TBF Position: Q1 2022 in Review

Transform Wealth sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2022, closing a stake of 18,868 shares — an estimated $302K sold.

Transform Wealth first reported a position in TBF in Q1 2021 and held it in 3 quarters. The position peaked at $1.05M in Q1 2021. 85 funds tracked by Wall St. Rank hold TBF as of Q1 2022.

Transform Wealth reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
Transform Wealth sold 18,868 ProShares Short 20+ Year Treasury ETF shares in Q1 2022, an estimated $302K.
Transform Wealth first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2021 and held it in 3 quarters.
Transform Wealth's ProShares Short 20+ Year Treasury ETF position peaked at $1.05M in Q1 2021.
85 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.