Coppell Advisory Solutions Corp’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Coppell Advisory Solutions Corp’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 Q1	$1.03M	Buy	+35,351	New	+$1.03M	0.19%	109
2023 Q1	$2.42M	Buy	86,381 +79,221	+1,106%	+$2.24M	0.79%	27
2022 Q4	$205K	Buy	+7,160	New	+$205K	0.07%	162

Other funds holding TBX

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

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Coppell Advisory Solutions Corp's TBX Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in ProShares Short 7-10 Year Treasury (TBX) in Q1 2024: 35,351 shares worth $1.03M. The stake represents 0.19% of the portfolio and ranks #109 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in TBX as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in TBX in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.42M in Q1 2023. 17 funds tracked by Wall St. Rank hold TBX as of Q1 2024.

Coppell Advisory Solutions Corp held 35,351 shares of ProShares Short 7-10 Year Treasury worth $1.03M as of Q1 2024.
ProShares Short 7-10 Year Treasury was a new Coppell Advisory Solutions Corp position in Q1 2024.
ProShares Short 7-10 Year Treasury made up 0.19% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #109 holding.
Coppell Advisory Solutions Corp first reported a position in ProShares Short 7-10 Year Treasury in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's ProShares Short 7-10 Year Treasury position peaked at $2.42M in Q1 2023.
17 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.