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

Clear Point 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
2024 Q4	–	Sell	-54	Closed	-$1.54K	–	482
2024 Q3	$1.54K	Hold	54	–	–	﹤0.01%	459
2024 Q2	$1.59K	Hold	54	–	–	﹤0.01%	451
2024 Q1	$1.57K	Hold	54	–	–	﹤0.01%	445
2023 Q4	$1.53K	Buy	+54	New	+$1.64K	﹤0.01%	436

Other funds holding TBX

LPL Financial San Diego, California $377B AUM 19.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Clear Point Advisors's TBX Position: Q4 2024 in Review

Clear Point Advisors sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2024, closing a stake of 54 shares — an estimated $1.54K sold.

Clear Point Advisors first reported a position in TBX in Q4 2023 and held it in 4 quarters. The position peaked at $1.59K in Q2 2024. 18 funds tracked by Wall St. Rank hold TBX as of Q4 2024.

Clear Point Advisors reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 54 ProShares Short 7-10 Year Treasury shares in Q4 2024, an estimated $1.54K.
Clear Point Advisors first reported a position in ProShares Short 7-10 Year Treasury in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's ProShares Short 7-10 Year Treasury position peaked at $1.59K in Q2 2024.
18 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.