Personal CFO Solutions’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Personal CFO Solutions’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	-7,957	Closed	-$224K	–	595
2024 Q3	$224K	Buy	7,957 +97	+1%	+$2.79K	0.03%	506
2024 Q2	$232K	Hold	7,860	–	–	0.04%	455
2024 Q1	$230K	Hold	7,860	–	–	0.04%	485
2023 Q4	$225K	Hold	7,860	–	–	0.04%	459
2023 Q3	$240K	Hold	7,860	–	–	0.05%	382
2023 Q2	$226K	Hold	7,860	–	–	0.05%	418
2023 Q1	$219K	Buy	7,860 +360	+5%	+$10.2K	0.05%	423
2022 Q4	$215K	Buy	7,500 +500	+7%	+$14.3K	0.05%	402
2022 Q3	$201K	Buy	+7,000	New	+$190K	0.05%	376

Other funds holding TBX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Personal CFO Solutions's TBX Position: Q4 2024 in Review

Personal CFO Solutions sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2024, closing a stake of 7,957 shares — an estimated $224K sold.

Personal CFO Solutions first reported a position in TBX in Q3 2022 and held it in 9 quarters. The position peaked at $240K in Q3 2023. 18 funds tracked by Wall St. Rank hold TBX as of Q4 2024.

Personal CFO Solutions reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 7,957 ProShares Short 7-10 Year Treasury shares in Q4 2024, an estimated $224K.
Personal CFO Solutions first reported a position in ProShares Short 7-10 Year Treasury in Q3 2022 and held it in 9 quarters.
Personal CFO Solutions's ProShares Short 7-10 Year Treasury position peaked at $240K in Q3 2023.
18 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.