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

Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return