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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
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CT
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