AJ Wealth Strategies’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

AJ Wealth Strategies’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
2022 Q3	–	Sell	-88,026	Closed	-$2.37M	–	321
2022 Q2	$2.37M	Sell	88,026 -88,025	-50%	-$2.37M	0.13%	82
2022 Q1	$4.55M	Buy	176,051 +53,771	+44%	+$1.35M	0.22%	59
2021 Q4	$2.97M	Buy	+122,280	New	+$2.99M	0.14%	68

Other funds holding TBX

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

HCA

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

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

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FAFN

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AJ Wealth Strategies's TBX Position: Q3 2022 in Review

AJ Wealth Strategies sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2022, closing a stake of 88,026 shares — an estimated $2.37M sold.

AJ Wealth Strategies first reported a position in TBX in Q4 2021 and held it in 3 quarters. The position peaked at $4.55M in Q1 2022. 39 funds tracked by Wall St. Rank hold TBX as of Q3 2022.

AJ Wealth Strategies reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2022 after selling out during the quarter.
AJ Wealth Strategies sold 88,026 ProShares Short 7-10 Year Treasury shares in Q3 2022, an estimated $2.37M.
AJ Wealth Strategies first reported a position in ProShares Short 7-10 Year Treasury in Q4 2021 and held it in 3 quarters.
AJ Wealth Strategies's ProShares Short 7-10 Year Treasury position peaked at $4.55M in Q1 2022.
39 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.