Fidelity Investments
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Fidelity Investments’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Fidelity Investments’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 		– Sell
-1
Closed -$29 – 5703
2023
Q4 		$29 Buy
+1
New +$30 ﹤0.01% 5116
2023
Q2 		– Sell
-2
Closed -$56 – 5591
2023
Q1 		$56 Buy
+2
New +$56 ﹤0.01% 4963

Other funds holding TBX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

Fidelity Investments's TBX Position: Q1 2024 in Review

Fidelity Investments sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2024, closing a stake of 1 share — an estimated $29 sold.

Fidelity Investments first reported a position in TBX in Q1 2023 and held it in 2 quarters. The position peaked at $56 in Q1 2023. 17 funds tracked by Wall St. Rank hold TBX as of Q1 2024.

  • Fidelity Investments reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 ProShares Short 7-10 Year Treasury share in Q1 2024, an estimated $29.
  • Fidelity Investments first reported a position in ProShares Short 7-10 Year Treasury in Q1 2023 and held it in 2 quarters.
  • Fidelity Investments's ProShares Short 7-10 Year Treasury position peaked at $56 in Q1 2023.
  • 17 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.