Envestnet Asset Management
TBX icon

Envestnet Asset Management’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Envestnet Asset Management’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
Q4 		– Sell
-21,501
Closed -$656K – 4163
2023
Q3 		$656K Buy
+21,501
New +$635K ﹤0.01% 3094
2014
Q1 		– Sell
-80
Closed -$3K – 2637
2013
Q4 		$3K Buy
+80
New +$2.66K ﹤0.01% 2163

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Envestnet Asset Management's TBX Position: Q4 2023 in Review

Envestnet Asset Management sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2023, closing a stake of 21,501 shares — an estimated $656K sold.

Envestnet Asset Management first reported a position in TBX in Q4 2013 and held it in 2 quarters. The position peaked at $656K in Q3 2023. 19 funds tracked by Wall St. Rank hold TBX as of Q4 2023.

  • Envestnet Asset Management reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 21,501 ProShares Short 7-10 Year Treasury shares in Q4 2023, an estimated $656K.
  • Envestnet Asset Management first reported a position in ProShares Short 7-10 Year Treasury in Q4 2013 and held it in 2 quarters.
  • Envestnet Asset Management's ProShares Short 7-10 Year Treasury position peaked at $656K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.