Iams Wealth Management’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Iams Wealth Management’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 Q4	–	Sell	-11,828	Closed	-$361K	–	124
2023 Q3	$361K	Buy	+11,828	New	+$349K	0.25%	92
2023 Q2	–	Sell	-21,736	Closed	-$609K	–	216
2023 Q1	$609K	Buy	+21,736	New	+$613K	0.51%	67

Other funds holding TBX

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

FAFN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 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

CAS

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

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

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

Iams Wealth Management's TBX Position: Q4 2023 in Review

Iams Wealth Management sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2023, closing a stake of 11,828 shares — an estimated $361K sold.

Iams Wealth Management first reported a position in TBX in Q1 2023 and held it in 2 quarters. The position peaked at $609K in Q1 2023. 19 funds tracked by Wall St. Rank hold TBX as of Q4 2023.

Iams Wealth Management reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2023 after selling out during the quarter.
Iams Wealth Management sold 11,828 ProShares Short 7-10 Year Treasury shares in Q4 2023, an estimated $361K.
Iams Wealth Management first reported a position in ProShares Short 7-10 Year Treasury in Q1 2023 and held it in 2 quarters.
Iams Wealth Management's ProShares Short 7-10 Year Treasury position peaked at $609K in Q1 2023.
19 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2023.

Based on Iams Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.