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

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-3,379	Closed	-$98.2K	–	1687
2024 Q4	$98.2K	Buy	3,379 +2,831	+517%	+$82.9K	0.01%	420
2024 Q3	$15.4K	Sell	548 -2,835	-84%	-$81.5K	﹤0.01%	956
2024 Q2	$100K	Buy	+3,383	New	+$101K	0.02%	363
2023 Q4	$140K	Sell	4,883 -227	-4%	-$6.88K	0.03%	312
2023 Q3	$146K	Sell	5,110 -43,422	-89%	-$1.28M	0.05%	182
2023 Q2	$1.4M	Sell	48,532 -37,849	-44%	-$1.07M	0.39%	64
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

FAFN

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AWM

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

Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Coppell Advisory Solutions's TBX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2025, closing a stake of 3,379 shares — an estimated $98.2K sold.

Coppell Advisory Solutions first reported a position in TBX in Q4 2022 and held it in 8 quarters. The position peaked at $2.42M in Q1 2023. 16 funds tracked by Wall St. Rank hold TBX as of Q1 2025.

Coppell Advisory Solutions reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 3,379 ProShares Short 7-10 Year Treasury shares in Q1 2025, an estimated $98.2K.
Coppell Advisory Solutions first reported a position in ProShares Short 7-10 Year Treasury in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's ProShares Short 7-10 Year Treasury position peaked at $2.42M in Q1 2023.
16 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.