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

Cetera Investment Advisers’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
Q4 		– Sell
-46,350
Closed -$1.13M – 1926
2021
Q3 		$1.13M Sell
46,350
-750
-2% -$18.1K 0.02% 733
2021
Q2 		$1.16M Sell
47,100
-1,250
-3% -$31.1K 0.02% 721
2021
Q1 		$1.22M Sell
48,350
-12,625
-21% -$310K 0.02% 589
2020
Q4 		$1.46M Buy
+60,975
New +$1.46M 0.03% 536

Other funds holding TBX

MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 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 $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers's TBX Position: Q4 2021 in Review

Cetera Investment Advisers sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2021, closing a stake of 46,350 shares — an estimated $1.13M sold.

Cetera Investment Advisers first reported a position in TBX in Q4 2020 and held it in 4 quarters. The position peaked at $1.46M in Q4 2020. 24 funds tracked by Wall St. Rank hold TBX as of Q4 2021.

  • Cetera Investment Advisers reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2021 after selling out during the quarter.
  • Cetera Investment Advisers sold 46,350 ProShares Short 7-10 Year Treasury shares in Q4 2021, an estimated $1.13M.
  • Cetera Investment Advisers first reported a position in ProShares Short 7-10 Year Treasury in Q4 2020 and held it in 4 quarters.
  • Cetera Investment Advisers's ProShares Short 7-10 Year Treasury position peaked at $1.46M in Q4 2020.
  • 24 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2021.

Based on Cetera Investment Advisers's 13F filing for Q4 2021, filed 14 Feb 2022.