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Lugano Financial Advisors SA (LFA)’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023
Q3 		– Sell
-5,028
Closed -$144K – 208
2023
Q2 		$144K Hold
5,028
– – 0.1% 86
2023
Q1 		$140K Hold
5,028
– – 0.11% 54
2022
Q4 		$144K Buy
+5,028
New +$144K 0.11% 65

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EF
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IWM
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Lugano Financial Advisors SA (LFA)'s TBX Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2023, closing a stake of 5,028 shares — an estimated $144K sold.

Lugano Financial Advisors SA (LFA) first reported a position in TBX in Q4 2022 and held it in 3 quarters. The position peaked at $144K in Q2 2023. 23 funds tracked by Wall St. Rank hold TBX as of Q3 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 5,028 ProShares Short 7-10 Year Treasury shares in Q3 2023, an estimated $144K.
  • Lugano Financial Advisors SA (LFA) first reported a position in ProShares Short 7-10 Year Treasury in Q4 2022 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s ProShares Short 7-10 Year Treasury position peaked at $144K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.