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

AE 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
2025 Q2	–	Sell	-75	Closed	-$2.11K	–	2263
2025 Q1	$2.11K	Sell	75 -3	-4%	-$87	﹤0.01%	2029
2024 Q4	$2.27K	Buy	+78	New	+$2.28K	﹤0.01%	1990
2022 Q3	–	Sell	-109,579	Closed	-$2.95M	–	1871
2022 Q2	$2.95M	Buy	+109,579	New	+$2.95M	0.02%	542
2019 Q2	–	Sell	-8,198	Closed	-$228K	–	1002
2019 Q1	$228K	Sell	8,198 -6,269	-43%	-$178K	0.02%	564
2018 Q4	$412K	Buy	14,467 +1,301	+10%	+$38.2K	0.07%	286
2018 Q3	$387K	Buy	+13,166	New	+$385K	0.02%	386

Other funds holding TBX

FAFN

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

FTUS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's TBX Position: Q2 2025 in Review

AE Wealth Management sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2025, closing a stake of 75 shares — an estimated $2.11K sold.

AE Wealth Management first reported a position in TBX in Q3 2018 and held it in 6 quarters. The position peaked at $2.95M in Q2 2022. 13 funds tracked by Wall St. Rank hold TBX as of Q2 2025.

AE Wealth Management reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2025 after selling out during the quarter.
AE Wealth Management sold 75 ProShares Short 7-10 Year Treasury shares in Q2 2025, an estimated $2.11K.
AE Wealth Management first reported a position in ProShares Short 7-10 Year Treasury in Q3 2018 and held it in 6 quarters.
AE Wealth Management's ProShares Short 7-10 Year Treasury position peaked at $2.95M in Q2 2022.
13 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.