Founders Financial Securities’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Founders Financial Securities’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	-19,247	Closed	-$551K	–	339
2022 Q4	$551K	Buy	19,247 +879	+5%	+$25.2K	0.09%	187
2022 Q3	$526K	Sell	18,368 -14,827	-45%	-$402K	0.09%	173
2022 Q2	$895K	Buy	33,195 +13,262	+67%	+$357K	0.18%	109
2022 Q1	$515K	Buy	+19,933	New	+$501K	0.09%	169

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

Founders Financial Securities's TBX Position: Q1 2023 in Review

Founders Financial Securities sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2023, closing a stake of 19,247 shares — an estimated $551K sold.

Founders Financial Securities first reported a position in TBX in Q1 2022 and held it in 4 quarters. The position peaked at $895K in Q2 2022. 31 funds tracked by Wall St. Rank hold TBX as of Q1 2023.

Founders Financial Securities reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2023 after selling out during the quarter.
Founders Financial Securities sold 19,247 ProShares Short 7-10 Year Treasury shares in Q1 2023, an estimated $551K.
Founders Financial Securities first reported a position in ProShares Short 7-10 Year Treasury in Q1 2022 and held it in 4 quarters.
Founders Financial Securities's ProShares Short 7-10 Year Treasury position peaked at $895K in Q2 2022.
31 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2023.

Based on Founders Financial Securities's 13F filing for Q1 2023, filed 4 May 2023.