Marks Wealth’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Marks Wealth’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
2022 Q2	–	Sell	-250,962	Closed	-$6.49M	–	29
2022 Q1	$6.49M	Sell	250,962 -4,308	-2%	-$108K	1.98%	16
2021 Q4	$6.21M	Sell	255,270 -199,108	-44%	-$4.86M	1.94%	14
2021 Q3	$11.1M	Buy	454,378 +160,326	+55%	+$3.87M	3.63%	11
2021 Q2	$7.21M	Sell	294,052 -15,368	-5%	-$382K	2.43%	14
2021 Q1	$7.81M	Buy	+309,420	New	+$7.6M	2.57%	16

Other funds holding TBX

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

VFA

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

Marks Wealth's TBX Position: Q2 2022 in Review

Marks Wealth sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2022, closing a stake of 250,962 shares — an estimated $6.49M sold.

Marks Wealth first reported a position in TBX in Q1 2021 and held it in 5 quarters. The position peaked at $11.1M in Q3 2021. 42 funds tracked by Wall St. Rank hold TBX as of Q2 2022.

Marks Wealth reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2022 after selling out during the quarter.
Marks Wealth sold 250,962 ProShares Short 7-10 Year Treasury shares in Q2 2022, an estimated $6.49M.
Marks Wealth first reported a position in ProShares Short 7-10 Year Treasury in Q1 2021 and held it in 5 quarters.
Marks Wealth's ProShares Short 7-10 Year Treasury position peaked at $11.1M in Q3 2021.
42 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.