Dynamic Advisor Solutions’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Dynamic Advisor 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
2023 Q1	–	Sell	-35,485	Closed	-$1.02M	–	804
2022 Q4	$1.02M	Sell	35,485 -428	-1%	-$12.2K	0.07%	281
2022 Q3	$1.03M	Buy	35,913 +2,447	+7%	+$66.3K	0.08%	243
2022 Q2	$902K	Sell	33,466 -178,523	-84%	-$4.81M	0.07%	268
2022 Q1	$5.48M	Buy	+211,989	New	+$5.32M	0.38%	58

Other funds holding TBX

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

CAS

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

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 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

Dynamic Advisor Solutions's TBX Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2023, closing a stake of 35,485 shares — an estimated $1.02M sold.

Dynamic Advisor Solutions first reported a position in TBX in Q1 2022 and held it in 4 quarters. The position peaked at $5.48M in Q1 2022. 31 funds tracked by Wall St. Rank hold TBX as of Q1 2023.

Dynamic Advisor Solutions reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 35,485 ProShares Short 7-10 Year Treasury shares in Q1 2023, an estimated $1.02M.
Dynamic Advisor Solutions first reported a position in ProShares Short 7-10 Year Treasury in Q1 2022 and held it in 4 quarters.
Dynamic Advisor Solutions's ProShares Short 7-10 Year Treasury position peaked at $5.48M in Q1 2022.
31 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.