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WealthShield Partners’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

WealthShield Partners’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
Q4 		– Sell
-130,522
Closed -$2.91M – 307
2022
Q3 		$2.91M Buy
+130,522
New +$2.66M 0.58% 43

Other funds holding TBF

GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

WealthShield Partners's TBF Position: Q4 2022 in Review

WealthShield Partners sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2022, closing a stake of 130,522 shares — an estimated $2.91M sold.

WealthShield Partners first reported a position in TBF in Q3 2022 and held it in 1 quarter. The position peaked at $2.91M in Q3 2022. 83 funds tracked by Wall St. Rank hold TBF as of Q4 2022.

  • WealthShield Partners reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • WealthShield Partners sold 130,522 ProShares Short 20+ Year Treasury ETF shares in Q4 2022, an estimated $2.91M.
  • WealthShield Partners first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2022 and held it in 1 quarter.
  • WealthShield Partners's ProShares Short 20+ Year Treasury ETF position peaked at $2.91M in Q3 2022.
  • 83 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2022.

Based on WealthShield Partners's 13F filing for Q4 2022, filed 13 Feb 2023.