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 |
---|---|---|---|
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 |
Top funds holding Proshares Ultrashort 20+y Tr etf
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