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 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

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

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

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's TBX Position: Q1 2026 in Review

LPL Financial increased its ProShares Short 7-10 Year Treasury (TBX) stake by 87% in Q1 2026, buying an estimated $682K and bringing the position to 52,678 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3800.

LPL Financial first reported a position in TBX in Q2 2014 and has held it in 20 quarters since. The position peaked at $4.6M in Q4 2022. 9 funds tracked by Wall St. Rank hold TBX as of Q1 2026.

LPL Financial held 52,678 shares of ProShares Short 7-10 Year Treasury worth $1.48M as of Q1 2026.
LPL Financial bought 24,445 ProShares Short 7-10 Year Treasury shares in Q1 2026, an estimated $682K.
ProShares Short 7-10 Year Treasury made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3800 holding.
LPL Financial first reported a position in ProShares Short 7-10 Year Treasury in Q2 2014 and has held it in 20 quarters since.
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 Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.