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Retirement Capital Strategies’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Retirement Capital Strategies’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
Q2 		– Sell
-396,809
Closed -$11.1M – 69
2023
Q1 		$11.1M Buy
+396,809
New +$11.2M 5.37% 7
2021
Q2 		– Sell
-687,214
Closed -$17.3M – 88
2021
Q1 		$17.3M Buy
+687,214
New +$16.9M 6.84% 1

Other funds holding TBX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Retirement Capital Strategies's TBX Position: Q2 2023 in Review

Retirement Capital Strategies sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2023, closing a stake of 396,809 shares — an estimated $11.1M sold.

Retirement Capital Strategies first reported a position in TBX in Q1 2021 and held it in 2 quarters. The position peaked at $17.3M in Q1 2021. 19 funds tracked by Wall St. Rank hold TBX as of Q2 2023.

  • Retirement Capital Strategies reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2023 after selling out during the quarter.
  • Retirement Capital Strategies sold 396,809 ProShares Short 7-10 Year Treasury shares in Q2 2023, an estimated $11.1M.
  • Retirement Capital Strategies first reported a position in ProShares Short 7-10 Year Treasury in Q1 2021 and held it in 2 quarters.
  • Retirement Capital Strategies's ProShares Short 7-10 Year Treasury position peaked at $17.3M in Q1 2021.
  • 19 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2023.

Based on Retirement Capital Strategies's 13F filing for Q2 2023, filed 14 Aug 2023.