Global Financial Private Client’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Global Financial Private Client’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
2020 Q3	–	Sell	-171	Closed	-$4.08K	–	516
2020 Q2	$4.08K	Hold	171	–	–	﹤0.01%	402
2020 Q1	$4.09K	Hold	171	–	–	﹤0.01%	408
2019 Q4	$4.54K	Buy	+171	New	+$4.51K	﹤0.01%	420

Other funds holding TBX

VFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Global Financial Private Client's TBX Position: Q3 2020 in Review

Global Financial Private Client sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2020, closing a stake of 171 shares — an estimated $4.08K sold.

Global Financial Private Client first reported a position in TBX in Q4 2019 and held it in 3 quarters. The position peaked at $4.54K in Q4 2019. 7 funds tracked by Wall St. Rank hold TBX as of Q3 2020.

Global Financial Private Client reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2020 after selling out during the quarter.
Global Financial Private Client sold 171 ProShares Short 7-10 Year Treasury shares in Q3 2020, an estimated $4.08K.
Global Financial Private Client first reported a position in ProShares Short 7-10 Year Treasury in Q4 2019 and held it in 3 quarters.
Global Financial Private Client's ProShares Short 7-10 Year Treasury position peaked at $4.54K in Q4 2019.
7 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.