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

Nadler Financial Group’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 Q1	–	Sell	-10,277	Closed	-$294K	–	122
2022 Q4	$294K	Buy	+10,277	New	+$294K	0.05%	82
2022 Q3	–	Sell	-13,815	Closed	-$372K	–	110
2022 Q2	$372K	Hold	13,815	–	–	0.07%	71
2022 Q1	$357K	Hold	13,815	–	–	0.06%	81
2021 Q4	$336K	Hold	13,815	–	–	0.05%	87
2021 Q3	$338K	Hold	13,815	–	–	0.06%	84
2021 Q2	$339K	Buy	13,815 +3,980	+40%	+$98.9K	0.06%	83
2021 Q1	$248K	Buy	+9,835	New	+$241K	0.04%	105

Other funds holding TBX

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

FAFN

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Nadler Financial Group's TBX Position: Q1 2023 in Review

Nadler Financial Group sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2023, closing a stake of 10,277 shares — an estimated $294K sold.

Nadler Financial Group first reported a position in TBX in Q1 2021 and held it in 7 quarters. The position peaked at $372K in Q2 2022. 31 funds tracked by Wall St. Rank hold TBX as of Q1 2023.

Nadler Financial Group reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2023 after selling out during the quarter.
Nadler Financial Group sold 10,277 ProShares Short 7-10 Year Treasury shares in Q1 2023, an estimated $294K.
Nadler Financial Group first reported a position in ProShares Short 7-10 Year Treasury in Q1 2021 and held it in 7 quarters.
Nadler Financial Group's ProShares Short 7-10 Year Treasury position peaked at $372K in Q2 2022.
31 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2023.

Based on Nadler Financial Group's 13F filing for Q1 2023, filed 19 Apr 2023.