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

LPL Financial’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
2026
Q2 		– Sell
-52,678
Closed -$1.48M – 6347
2026
Q1 		$1.48M Buy
52,678
+24,445
+87% +$682K ﹤0.01% 3800
2025
Q4 		$785K Buy
+28,233
New +$786K ﹤0.01% 4314
2025
Q1 		– Sell
-99,245
Closed -$2.89M – 5511
2024
Q4 		$2.89M Buy
+99,245
New +$2.91M ﹤0.01% 2519
2024
Q2 		– Sell
-20,236
Closed -$592K – 5133
2024
Q1 		$592K Buy
+20,236
New +$591K ﹤0.01% 3636
2023
Q4 		– Sell
-106,757
Closed -$3.26M – 4898
2023
Q3 		$3.26M Buy
106,757
+29,291
+38% +$865K ﹤0.01% 1887
2023
Q2 		$2.22M Buy
+77,466
New +$2.18M ﹤0.01% 2149
2023
Q1 		– Sell
-160,686
Closed -$4.6M – 4583
2022
Q4 		$4.6M Buy
160,686
+16,946
+12% +$485K ﹤0.01% 1513
2022
Q3 		$4.12M Buy
143,740
+62,772
+78% +$1.7M ﹤0.01% 1514
2022
Q2 		$2.18M Buy
80,968
+23,564
+41% +$635K ﹤0.01% 1955
2022
Q1 		$1.48M Buy
57,404
+23,752
+71% +$597K ﹤0.01% 2278
2021
Q4 		$818K Buy
33,652
+8,482
+34% +$207K ﹤0.01% 2839
2021
Q3 		$616K Buy
25,170
+13,349
+113% +$323K ﹤0.01% 3029
2021
Q2 		$290K Buy
+11,821
New +$294K ﹤0.01% 3615
2019
Q2 		– Sell
-8,910
Closed -$248K – 3343
2019
Q1 		$248K Sell
8,910
-9,287
-51% -$263K ﹤0.01% 2783
2018
Q4 		$518K Sell
18,197
-528
-3% -$15.5K ﹤0.01% 2013
2018
Q3 		$550K Buy
18,725
+1,457
+8% +$42.6K ﹤0.01% 2160
2018
Q2 		$502K Buy
+17,268
New +$506K ﹤0.01% 2189
2015
Q1 		– Sell
-26,564
Closed -$810K – 2852
2014
Q4 		$810K Sell
26,564
-775
-3% -$23.9K ﹤0.01% 1459
2014
Q3 		$856K Buy
27,339
+14,202
+108% +$449K 0.01% 1378
2014
Q2 		$418K Buy
+13,137
New +$424K ﹤0.01% 1941

Other funds holding TBX

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial's TBX Position: Q2 2026 in Review

LPL Financial sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2026, closing a stake of 52,678 shares — an estimated $1.48M sold.

LPL Financial first reported a position in TBX in Q2 2014 and held it in 20 quarters. The position peaked at $4.6M in Q4 2022. 9 funds tracked by Wall St. Rank hold TBX as of Q2 2026.

  • LPL Financial reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 52,678 ProShares Short 7-10 Year Treasury shares in Q2 2026, an estimated $1.48M.
  • LPL Financial first reported a position in ProShares Short 7-10 Year Treasury in Q2 2014 and held it in 20 quarters.
  • LPL Financial's ProShares Short 7-10 Year Treasury position peaked at $4.6M in Q4 2022.
  • 9 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.