WFG Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

WFG Advisors’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 Q2	$9K	Hold	400	–	–	﹤0.01%	1181
2017 Q1	$9K	Hold	400	–	–	﹤0.01%	1114
2016 Q4	$10K	Hold	400	–	–	﹤0.01%	1110
2016 Q3	$8K	Hold	400	–	–	﹤0.01%	1189
2016 Q2	$8K	Hold	400	–	–	﹤0.01%	1151
2016 Q1	$9K	Hold	400	–	–	﹤0.01%	1082
2015 Q4	$10K	Hold	400	–	–	﹤0.01%	1084
2015 Q3	$10K	Hold	400	–	–	﹤0.01%	1095
2015 Q2	$10K	Hold	400	–	–	﹤0.01%	1193
2015 Q1	$10K	Sell	400 -1,800	-82%	-$43.5K	﹤0.01%	1212
2014 Q4	$55K	Buy	+2,200	New	+$58K	0.01%	852
2014 Q2	–	Sell	-622	Closed	-$19K	–	2067
2014 Q1	$19K	Sell	622 -12,025	-95%	-$376K	﹤0.01%	1276
2013 Q4	$416K	Sell	12,647 -1,000	-7%	-$32.3K	0.06%	347
2013 Q3	$437K	Sell	13,647 -9,486	-41%	-$308K	0.07%	305
2013 Q2	$726K	Buy	+23,133	New	+$688K	0.12%	199

Other funds holding TBF

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

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

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

ACM

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

EDRH

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

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

HWA

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

WFG Advisors's TBF Position: Q2 2017 in Review

WFG Advisors held its ProShares Short 20+ Year Treasury ETF (TBF) position steady in Q2 2017 at 400 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

WFG Advisors first reported a position in TBF in Q2 2013 and has held it in 15 quarters since. The position peaked at $726K in Q2 2013. 79 funds tracked by Wall St. Rank hold TBF as of Q2 2017.

WFG Advisors held 400 shares of ProShares Short 20+ Year Treasury ETF worth $9K as of Q2 2017.
WFG Advisors left its ProShares Short 20+ Year Treasury ETF share count unchanged in Q2 2017.
ProShares Short 20+ Year Treasury ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1181 holding.
WFG Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and has held it in 15 quarters since.
WFG Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $726K in Q2 2013.
79 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.