Lloyd Advisory Services’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Lloyd Advisory Services’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
2020 Q3	–	Sell	-154	Closed	-$4K	–	385
2020 Q2	$4K	Hold	154	–	–	﹤0.01%	235
2020 Q1	$4K	Sell	154 -58	-27%	-$1.48K	﹤0.01%	189
2019 Q4	$6K	Buy	+212	New	+$5.59K	0.01%	245

Other funds holding TBX

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Lloyd Advisory Services's TBX Position: Q3 2020 in Review

Lloyd Advisory Services sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2020, closing a stake of 154 shares — an estimated $4K sold.

Lloyd Advisory Services first reported a position in TBX in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 7 funds tracked by Wall St. Rank hold TBX as of Q3 2020.

Lloyd Advisory Services reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2020 after selling out during the quarter.
Lloyd Advisory Services sold 154 ProShares Short 7-10 Year Treasury shares in Q3 2020, an estimated $4K.
Lloyd Advisory Services first reported a position in ProShares Short 7-10 Year Treasury in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's ProShares Short 7-10 Year Treasury position peaked at $6K in Q4 2019.
7 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.