Accurate Wealth Management’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Accurate Wealth Management’s Portfolio TBX Stock Details TBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21	Closed	-$589	–	1313
2022 Q4	$589	Buy	+21	New	+$601	﹤0.01%	1462

Other funds holding TBX

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Accurate Wealth Management's TBX Position: Q1 2023 in Review

Accurate Wealth Management sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2023, closing a stake of 21 shares — an estimated $589 sold.

Accurate Wealth Management first reported a position in TBX in Q4 2022 and held it in 1 quarter. The position peaked at $589 in Q4 2022. 31 funds tracked by Wall St. Rank hold TBX as of Q1 2023.

Accurate Wealth Management reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 21 ProShares Short 7-10 Year Treasury shares in Q1 2023, an estimated $589.
Accurate Wealth Management first reported a position in ProShares Short 7-10 Year Treasury in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's ProShares Short 7-10 Year Treasury position peaked at $589 in Q4 2022.
31 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.