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Global Wealth Management Investment Advisory’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q3 		– Sell
-101
Closed -$3K – 729
2019
Q2 		$3K Sell
101
-2,726
-96% -$75.4K ﹤0.01% 518
2019
Q1 		$79K Sell
2,827
-8,154
-74% -$231K 0.04% 171
2018
Q4 		$313K Buy
+10,981
New +$322K 0.18% 101

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's TBX Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2019, closing a stake of 101 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in TBX in Q4 2018 and held it in 3 quarters. The position peaked at $313K in Q4 2018. 8 funds tracked by Wall St. Rank hold TBX as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 101 ProShares Short 7-10 Year Treasury shares in Q3 2019, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in ProShares Short 7-10 Year Treasury in Q4 2018 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's ProShares Short 7-10 Year Treasury position peaked at $313K in Q4 2018.
  • 8 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.