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Cetera Advisors’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Cetera Advisors’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
2023
Q4 		– Sell
-23,500
Closed -$717K – 1864
2023
Q3 		$717K Buy
+23,500
New +$694K 0.01% 877

Other funds holding TBX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's TBX Position: Q4 2023 in Review

Cetera Advisors sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2023, closing a stake of 23,500 shares — an estimated $717K sold.

Cetera Advisors first reported a position in TBX in Q3 2023 and held it in 1 quarter. The position peaked at $717K in Q3 2023. 19 funds tracked by Wall St. Rank hold TBX as of Q4 2023.

  • Cetera Advisors reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 23,500 ProShares Short 7-10 Year Treasury shares in Q4 2023, an estimated $717K.
  • Cetera Advisors first reported a position in ProShares Short 7-10 Year Treasury in Q3 2023 and held it in 1 quarter.
  • Cetera Advisors's ProShares Short 7-10 Year Treasury position peaked at $717K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.