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Guardian Wealth Management (Illinois)’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Guardian Wealth Management (Illinois)’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
2024
Q2 		– Sell
-20
Closed -$585 – 251
2024
Q1 		$585 Hold
20
– – ﹤0.01% 224
2023
Q4 		$572 Hold
20
– – ﹤0.01% 233
2023
Q3 		$611 Hold
20
– – ﹤0.01% 214
2023
Q2 		$574 Buy
+20
New +$564 ﹤0.01% 216

Other funds holding TBX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s TBX Position: Q2 2024 in Review

Guardian Wealth Management (Illinois) sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2024, closing a stake of 20 shares — an estimated $585 sold.

Guardian Wealth Management (Illinois) first reported a position in TBX in Q2 2023 and held it in 4 quarters. The position peaked at $611 in Q3 2023. 16 funds tracked by Wall St. Rank hold TBX as of Q2 2024.

  • Guardian Wealth Management (Illinois) reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 20 ProShares Short 7-10 Year Treasury shares in Q2 2024, an estimated $585.
  • Guardian Wealth Management (Illinois) first reported a position in ProShares Short 7-10 Year Treasury in Q2 2023 and held it in 4 quarters.
  • Guardian Wealth Management (Illinois)'s ProShares Short 7-10 Year Treasury position peaked at $611 in Q3 2023.
  • 16 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2024, filed 8 Aug 2024.