Avantax Planning Partners’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Avantax Planning Partners’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
2019 Q2	–	Sell	-8,284	Closed	-$230K	–	307
2019 Q1	$230K	Hold	8,284	–	–	0.02%	263
2018 Q4	$236K	Hold	8,284	–	–	0.02%	234
2018 Q3	$243K	Hold	8,284	–	–	0.02%	218
2018 Q2	$241K	Hold	8,284	–	–	0.02%	212
2018 Q1	$239K	Hold	8,284	–	–	0.02%	270
2017 Q4	$235K	Hold	8,284	–	–	0.02%	273
2017 Q3	$233K	Hold	8,284	–	–	0.02%	334
2017 Q2	$234K	Hold	8,284	–	–	0.02%	304
2017 Q1	$237K	Hold	8,284	–	–	0.02%	280
2016 Q4	$241K	Buy	+8,284	New	+$235K	0.03%	264

Other funds holding TBX

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's TBX Position: Q2 2019 in Review

Avantax Planning Partners sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2019, closing a stake of 8,284 shares — an estimated $230K sold.

Avantax Planning Partners first reported a position in TBX in Q4 2016 and held it in 10 quarters. The position peaked at $243K in Q3 2018. 14 funds tracked by Wall St. Rank hold TBX as of Q2 2019.

Avantax Planning Partners reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2019 after selling out during the quarter.
Avantax Planning Partners sold 8,284 ProShares Short 7-10 Year Treasury shares in Q2 2019, an estimated $230K.
Avantax Planning Partners first reported a position in ProShares Short 7-10 Year Treasury in Q4 2016 and held it in 10 quarters.
Avantax Planning Partners's ProShares Short 7-10 Year Treasury position peaked at $243K in Q3 2018.
14 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2019.

Based on Avantax Planning Partners's 13F filing for Q2 2019, filed 7 Aug 2019.