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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

Tip: Access up to 7 years of quarterly data

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
2025-06-30 $163k 4.6k 35.08
2025-03-31 $184k 5.5k 33.65
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

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Proshares Ultrashort 20+y Tr etf

Susquehanna International
Jane Street
CastleKnight Management
HAP Trading
Renaissance Technologies
First National Corp
Citadel Advisors
Sig Brokerage
Hudson Bay Capital Management
Simplex Trading
Camarda Wealth Advisory
Toroso Investments
Camelot Technology Advisors
Verity Asset Management
CWM

View all funds holding Proshares Ultrashort 20+y Tr etf