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Lord & Richards Wealth Management’s ProShares Short High Yield SJB Stock Holding History

Lord & Richards Wealth Management’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-43
Closed -$693 – 143
2025
Q1 		$693 Buy
+43
New +$690 ﹤0.01% 170

Other funds holding SJB

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PSFG
Park Square Financial Group Roswell, Georgia $13.2M AUM 23.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Lord & Richards Wealth Management's SJB Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of ProShares Short High Yield (SJB) in Q2 2025, closing a stake of 43 shares — an estimated $693 sold.

Lord & Richards Wealth Management first reported a position in SJB in Q1 2025 and held it in 1 quarter. The position peaked at $693 in Q1 2025. 24 funds tracked by Wall St. Rank hold SJB as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining ProShares Short High Yield position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 43 ProShares Short High Yield shares in Q2 2025, an estimated $693.
  • Lord & Richards Wealth Management first reported a position in ProShares Short High Yield in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's ProShares Short High Yield position peaked at $693 in Q1 2025.
  • 24 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.