Global Retirement Partners’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Global Retirement Partners’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	-385	Closed	-$11K	–	3339
2022 Q4	$11K	Hold	385	–	–	﹤0.01%	1742
2022 Q3	$11K	Hold	385	–	–	﹤0.01%	1663
2022 Q2	$10K	Hold	385	–	–	﹤0.01%	1650
2022 Q1	$10K	Buy	+385	New	+$9.67K	﹤0.01%	1635

Other funds holding TBX

RCS

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HCA

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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

Global Retirement Partners's TBX Position: Q1 2023 in Review

Global Retirement Partners sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2023, closing a stake of 385 shares — an estimated $11K sold.

Global Retirement Partners first reported a position in TBX in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q4 2022. 31 funds tracked by Wall St. Rank hold TBX as of Q1 2023.

Global Retirement Partners reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 385 ProShares Short 7-10 Year Treasury shares in Q1 2023, an estimated $11K.
Global Retirement Partners first reported a position in ProShares Short 7-10 Year Treasury in Q1 2022 and held it in 4 quarters.
Global Retirement Partners's ProShares Short 7-10 Year Treasury position peaked at $11K in Q4 2022.
31 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.