Jefferies Financial Group’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Jefferies Financial Group’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	-72,603	Closed	-$2.22M	–	1991
2023 Q3	$2.22M	Buy	+72,603	New	+$2.14M	0.02%	595
2023 Q2	–	Sell	-75,698	Closed	-$2.11M	–	1996
2023 Q1	$2.11M	Hold	75,698	–	–	0.02%	645
2022 Q4	$2.17M	Buy	+75,698	New	+$2.17M	0.02%	627

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

Jefferies Financial Group's TBX Position: Q4 2023 in Review

Jefferies Financial Group sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2023, closing a stake of 72,603 shares — an estimated $2.22M sold.

Jefferies Financial Group first reported a position in TBX in Q4 2022 and held it in 3 quarters. The position peaked at $2.22M in Q3 2023. 19 funds tracked by Wall St. Rank hold TBX as of Q4 2023.

Jefferies Financial Group reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2023 after selling out during the quarter.
Jefferies Financial Group sold 72,603 ProShares Short 7-10 Year Treasury shares in Q4 2023, an estimated $2.22M.
Jefferies Financial Group first reported a position in ProShares Short 7-10 Year Treasury in Q4 2022 and held it in 3 quarters.
Jefferies Financial Group's ProShares Short 7-10 Year Treasury position peaked at $2.22M in Q3 2023.
19 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.