EP Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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 Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Proshares Ultrashort 20+y Tr etf

Parallax Volatility Advisers
Wolverine Trading
Citadel Advisors
Jane Street
Walleye Trading
Gts Securities
Park Edge Advisors
Barclays
Goldman Sachs Group
Advisor Group Holdings
Cutler
Pathstone Holdings
Sollinda Capital Management
Edmond De Rothschild Holding
Flow Traders US

View all funds holding Proshares Ultrashort 20+y Tr etf