CFA
TBX icon

Carroll Financial Associates’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Carroll Financial Associates’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
2021
Q3 		– Sell
-96
Closed -$2K – 1940
2021
Q2 		$2K Hold
96
– – ﹤0.01% 1585
2021
Q1 		$2K Buy
+96
New +$2.36K ﹤0.01% 1521

Other funds holding TBX

LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carroll Financial Associates's TBX Position: Q3 2021 in Review

Carroll Financial Associates sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2021, closing a stake of 96 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in TBX in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 20 funds tracked by Wall St. Rank hold TBX as of Q3 2021.

  • Carroll Financial Associates reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 96 ProShares Short 7-10 Year Treasury shares in Q3 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in ProShares Short 7-10 Year Treasury in Q1 2021 and held it in 2 quarters.
  • Carroll Financial Associates's ProShares Short 7-10 Year Treasury position peaked at $2K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.