Heck Capital Advisors’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Heck Capital Advisors’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 Q2	–	Sell	-187,874	Closed	-$5.24M	–	165
2023 Q1	$5.24M	Buy	+187,874	New	+$5.3M	1%	31
2022 Q4	–	Sell	-314,254	Closed	-$9.01M	–	150
2022 Q3	$9.01M	Buy	314,254 +233,247	+288%	+$6.32M	1.85%	21
2022 Q2	$2.18M	Buy	+81,007	New	+$2.18M	0.44%	53

Other funds holding TBX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Heck Capital Advisors's TBX Position: Q2 2023 in Review

Heck Capital Advisors sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2023, closing a stake of 187,874 shares — an estimated $5.24M sold.

Heck Capital Advisors first reported a position in TBX in Q2 2022 and held it in 3 quarters. The position peaked at $9.01M in Q3 2022. 19 funds tracked by Wall St. Rank hold TBX as of Q2 2023.

Heck Capital Advisors reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2023 after selling out during the quarter.
Heck Capital Advisors sold 187,874 ProShares Short 7-10 Year Treasury shares in Q2 2023, an estimated $5.24M.
Heck Capital Advisors first reported a position in ProShares Short 7-10 Year Treasury in Q2 2022 and held it in 3 quarters.
Heck Capital Advisors's ProShares Short 7-10 Year Treasury position peaked at $9.01M in Q3 2022.
19 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2023.

Based on Heck Capital Advisors's 13F filing for Q2 2023, filed 19 May 2025.