Focused Wealth Management’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Focused Wealth 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
2022 Q3	–	Sell	-100	Closed	-$3K	–	1078
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	708
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	760
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	834
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	831
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	831
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	787
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	748
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	704
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	692
2020 Q1	$2K	Buy	+100	New	+$2.55K	﹤0.01%	629

Other funds holding TBX

Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jefferies Group New York $3.42B AUM 6.2% 1-Year Est. Return

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

Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return