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National Wealth Management Group’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

National Wealth Management 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
2022
Q4 		– Sell
-10,681
Closed -$306K – 161
2022
Q3 		$306K Sell
10,681
-5,171
-33% -$140K 0.4% 84
2022
Q2 		$427K Buy
+15,852
New +$427K 0.54% 50

Other funds holding TBX

DCM
Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
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
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

National Wealth Management Group's TBX Position: Q4 2022 in Review

National Wealth Management Group sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2022, closing a stake of 10,681 shares — an estimated $306K sold.

National Wealth Management Group first reported a position in TBX in Q2 2022 and held it in 2 quarters. The position peaked at $427K in Q2 2022. 37 funds tracked by Wall St. Rank hold TBX as of Q4 2022.

  • National Wealth Management Group reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 10,681 ProShares Short 7-10 Year Treasury shares in Q4 2022, an estimated $306K.
  • National Wealth Management Group first reported a position in ProShares Short 7-10 Year Treasury in Q2 2022 and held it in 2 quarters.
  • National Wealth Management Group's ProShares Short 7-10 Year Treasury position peaked at $427K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.