First Affirmative Financial Network’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

First Affirmative Financial Network’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
2026 Q1	$1.32M	Buy	+47,019	New	+$1.31M	0.51%	34
2025 Q3	$1.38M	Buy	49,284 +255	+0.5%	+$7.21K	0.65%	27
2025 Q2	$1.38M	Sell	49,029 -82	-0.2%	-$2.34K	0.71%	27
2025 Q1	$1.38M	Sell	49,111 -7,334	-13%	-$212K	0.85%	18
2024 Q4	$1.64M	Buy	56,445 +2,007	+4%	+$58.8K	0.95%	18
2024 Q3	$1.53M	Buy	54,438 +5	+0%	+$144	0.84%	18
2024 Q2	$1.61M	Buy	54,433 +170	+0.3%	+$5.09K	1.12%	12
2024 Q1	$1.59M	Sell	54,263 -1,245	-2%	-$36.4K	1.17%	8
2023 Q4	$1.59M	Buy	55,508 +301	+0.5%	+$9.12K	1.27%	9
2023 Q3	$1.69M	Sell	55,207 -1,799	-3%	-$53.1K	1.65%	7
2023 Q2	$1.64M	Buy	57,006 +555	+1%	+$15.7K	1.63%	8
2023 Q1	$1.57M	Sell	56,451 -2,080	-4%	-$58.7K	1.82%	8
2022 Q4	$1.68M	Sell	58,531 -2,073	-3%	-$59.3K	2.03%	8
2022 Q3	$1.74M	Sell	60,604 -8,421	-12%	-$228K	2.21%	7
2022 Q2	$1.86M	Sell	69,025 -3,098	-4%	-$83.5K	2.12%	7
2022 Q1	$1.86M	Buy	72,123 +2,138	+3%	+$53.7K	1.79%	7
2021 Q4	$1.7M	Buy	69,985 +2,394	+4%	+$58.4K	1.55%	9
2021 Q3	$1.65M	Buy	+67,591	New	+$1.63M	1.7%	7

Other funds holding TBX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Affirmative Financial Network's TBX Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in ProShares Short 7-10 Year Treasury (TBX) in Q1 2026: 47,019 shares worth $1.32M. The stake represents 0.51% of the portfolio and ranks #34 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in TBX as recently as Q3 2025.

First Affirmative Financial Network first reported a position in TBX in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.86M in Q1 2022. 9 funds tracked by Wall St. Rank hold TBX as of Q1 2026.

First Affirmative Financial Network held 47,019 shares of ProShares Short 7-10 Year Treasury worth $1.32M as of Q1 2026.
ProShares Short 7-10 Year Treasury was a new First Affirmative Financial Network position in Q1 2026.
ProShares Short 7-10 Year Treasury made up 0.51% of First Affirmative Financial Network's portfolio in Q1 2026, its #34 holding.
First Affirmative Financial Network first reported a position in ProShares Short 7-10 Year Treasury in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's ProShares Short 7-10 Year Treasury position peaked at $1.86M in Q1 2022.
9 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.