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Proshares Ultrashort 20+y Tr etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Proshares Ultrashort 20+y Tr etf (TBT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Proshares Ultrashort 20+y Tr etf

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025160k180k200k220k550060006500
Value ($)Share countHistorical TBT position of EP Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Proshares Ultrashort 20+y Tr etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Ultrashort 20+y Tr etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $203k 5.5k 36.62
2024-09-30 $162k 5.5k 29.78
2024-06-30 $188k 5.5k 34.46
2024-03-31 $180k 5.5k 32.96
2023-12-31 $165k 5.5k 30.20
2023-09-30 $214k 5.5k 39.22
2022-12-31 $218k 6.7k 32.50