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L.J. Altfest & Co’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

L.J. Altfest & Co’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
2021
Q4 		– Sell
-71,305
Closed -$1.74M – 271
2021
Q3 		$1.74M Buy
+71,305
New +$1.72M 0.37% 44

Other funds holding TBX

MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

L.J. Altfest & Co's TBX Position: Q4 2021 in Review

L.J. Altfest & Co sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2021, closing a stake of 71,305 shares — an estimated $1.74M sold.

L.J. Altfest & Co first reported a position in TBX in Q3 2021 and held it in 1 quarter. The position peaked at $1.74M in Q3 2021. 24 funds tracked by Wall St. Rank hold TBX as of Q4 2021.

  • L.J. Altfest & Co reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2021 after selling out during the quarter.
  • L.J. Altfest & Co sold 71,305 ProShares Short 7-10 Year Treasury shares in Q4 2021, an estimated $1.74M.
  • L.J. Altfest & Co first reported a position in ProShares Short 7-10 Year Treasury in Q3 2021 and held it in 1 quarter.
  • L.J. Altfest & Co's ProShares Short 7-10 Year Treasury position peaked at $1.74M in Q3 2021.
  • 24 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2021.

Based on L.J. Altfest & Co's 13F filing for Q4 2021, filed 24 Jan 2022.