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

Walser 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
2026
Q2 		$264K Sell
10,907
-720
-6% -$17.6K 0.11% 178
2026
Q1 		$282K Buy
+11,627
New +$279K 0.13% 136

Other funds holding TBF

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VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return

Walser Wealth Management's TBF Position: Q2 2026 in Review

Walser Wealth Management reduced its ProShares Short 20+ Year Treasury ETF (TBF) stake by 6.2% in Q2 2026, selling an estimated $17.6K and leaving 10,907 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #178.

Walser Wealth Management first reported a position in TBF in Q1 2026 and has held it in 2 quarters since. The position peaked at $282K in Q1 2026. 34 funds tracked by Wall St. Rank hold TBF as of Q2 2026.

  • Walser Wealth Management held 10,907 shares of ProShares Short 20+ Year Treasury ETF worth $264K as of Q2 2026.
  • Walser Wealth Management sold 720 ProShares Short 20+ Year Treasury ETF shares in Q2 2026, an estimated $17.6K.
  • ProShares Short 20+ Year Treasury ETF made up 0.11% of Walser Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Walser Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Walser Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $282K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.