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Caldwell Trust’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Caldwell Trust’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
2026
Q1 		$34.2K Hold
1,217
– – ﹤0.01% 535
2025
Q4 		$33.8K Hold
1,217
– – ﹤0.01% 526
2025
Q3 		$34K Hold
1,217
– – ﹤0.01% 521
2025
Q2 		$34.3K Hold
1,217
– – ﹤0.01% 505
2025
Q1 		$34.3K Hold
1,217
– – ﹤0.01% 496
2024
Q4 		$35.4K Hold
1,217
– – ﹤0.01% 486
2024
Q3 		$34.3K Hold
1,217
– – ﹤0.01% 494
2024
Q2 		$36K Hold
1,217
– – ﹤0.01% 483
2024
Q1 		$35.6K Hold
1,217
– – ﹤0.01% 497
2023
Q4 		$34.8K Hold
1,217
– – ﹤0.01% 488
2023
Q3 		$37.1K Hold
1,217
– – 0.01% 478
2023
Q2 		$34.9K Hold
1,217
– – ﹤0.01% 495
2023
Q1 		$33.9K Hold
1,217
– – ﹤0.01% 487
2022
Q4 		$34.9K Sell
1,217
-49
-4% -$1.4K ﹤0.01% 475
2022
Q3 		$36.3K Hold
1,266
– – 0.01% 476
2022
Q2 		$34.1K Hold
1,266
– – ﹤0.01% 495
2022
Q1 		$32.7K Buy
+1,266
New +$31.8K ﹤0.01% 513

Other funds holding TBX

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return