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ORG Partners’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

ORG Partners’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
2024
Q4 		– Sell
-355
Closed -$10K – 1325
2024
Q3 		$10K Buy
+355
New +$10.2K ﹤0.01% 784
2023
Q4 		– Sell
-2,347
Closed -$71.6K – 1336
2023
Q3 		$71.6K Buy
+2,347
New +$69.3K 0.02% 459

Other funds holding TBX

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LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

ORG Partners's TBX Position: Q4 2024 in Review

ORG Partners sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2024, closing a stake of 355 shares — an estimated $10K sold.

ORG Partners first reported a position in TBX in Q3 2023 and held it in 2 quarters. The position peaked at $71.6K in Q3 2023. 18 funds tracked by Wall St. Rank hold TBX as of Q4 2024.

  • ORG Partners reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2024 after selling out during the quarter.
  • ORG Partners sold 355 ProShares Short 7-10 Year Treasury shares in Q4 2024, an estimated $10K.
  • ORG Partners first reported a position in ProShares Short 7-10 Year Treasury in Q3 2023 and held it in 2 quarters.
  • ORG Partners's ProShares Short 7-10 Year Treasury position peaked at $71.6K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.