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

Kingsview 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
2019 Q1	–	Sell	-16,140	Closed	-$459K	–	518
2018 Q4	$459K	Sell	16,140 -11,778	-42%	-$345K	0.1%	229
2018 Q3	$820K	Buy	27,918 +3,398	+14%	+$99.3K	0.17%	167
2018 Q2	$713K	Buy	24,520 +128	+0.5%	+$3.75K	0.17%	155
2018 Q1	$705K	Buy	24,392 +8,370	+52%	+$243K	0.18%	154
2017 Q4	$454K	Buy	16,022 +22	+0.1%	+$621	0.16%	179
2017 Q3	$451K	Buy	+16,000	New	+$448K	0.2%	152

Other funds holding TBX

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Kingsview Wealth Management's TBX Position: Q1 2019 in Review

Kingsview Wealth Management sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2019, closing a stake of 16,140 shares — an estimated $459K sold.

Kingsview Wealth Management first reported a position in TBX in Q3 2017 and held it in 6 quarters. The position peaked at $820K in Q3 2018. 22 funds tracked by Wall St. Rank hold TBX as of Q1 2019.

Kingsview Wealth Management reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2019 after selling out during the quarter.
Kingsview Wealth Management sold 16,140 ProShares Short 7-10 Year Treasury shares in Q1 2019, an estimated $459K.
Kingsview Wealth Management first reported a position in ProShares Short 7-10 Year Treasury in Q3 2017 and held it in 6 quarters.
Kingsview Wealth Management's ProShares Short 7-10 Year Treasury position peaked at $820K in Q3 2018.
22 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2019.

Based on Kingsview Wealth Management's 13F filing for Q1 2019, filed 29 Jan 2020.