Roble Belko & Company’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Roble Belko & Company’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
2019 Q4	–	Sell	-64	Closed	-$2K	–	353
2019 Q3	$2K	Hold	64	–	–	﹤0.01%	316
2019 Q2	$2K	Hold	64	–	–	﹤0.01%	324
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	297
2018 Q4	$2K	Hold	64	–	–	﹤0.01%	294
2018 Q3	$2K	Hold	64	–	–	﹤0.01%	301
2018 Q2	$2K	Hold	64	–	–	﹤0.01%	307
2018 Q1	$2K	Hold	64	–	–	﹤0.01%	312
2017 Q4	$2K	Hold	64	–	–	﹤0.01%	297
2017 Q3	$2K	Hold	64	–	–	﹤0.01%	266
2017 Q2	$2K	Hold	64	–	–	﹤0.01%	270
2017 Q1	$2K	Hold	64	–	–	﹤0.01%	310
2016 Q4	$2K	Hold	64	–	–	﹤0.01%	327
2016 Q3	$2K	Hold	64	–	–	﹤0.01%	279
2016 Q2	$2K	Hold	64	–	–	﹤0.01%	245
2016 Q1	$2K	Hold	64	–	–	﹤0.01%	247
2015 Q4	$2K	Hold	64	–	–	﹤0.01%	205
2015 Q3	$2K	Hold	64	–	–	﹤0.01%	194
2015 Q2	$2K	Hold	64	–	–	﹤0.01%	216
2015 Q1	$2K	Buy	+64	New	+$1.91K	﹤0.01%	220

Other funds holding TBX

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Roble Belko & Company's TBX Position: Q4 2019 in Review

Roble Belko & Company sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2019, closing a stake of 64 shares — an estimated $2K sold.

Roble Belko & Company first reported a position in TBX in Q1 2015 and held it in 19 quarters. The position peaked at $2K in Q3 2019. 10 funds tracked by Wall St. Rank hold TBX as of Q4 2019.

Roble Belko & Company reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2019 after selling out during the quarter.
Roble Belko & Company sold 64 ProShares Short 7-10 Year Treasury shares in Q4 2019, an estimated $2K.
Roble Belko & Company first reported a position in ProShares Short 7-10 Year Treasury in Q1 2015 and held it in 19 quarters.
Roble Belko & Company's ProShares Short 7-10 Year Treasury position peaked at $2K in Q3 2019.
10 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2019.

Based on Roble Belko & Company's 13F filing for Q4 2019, filed 13 Jan 2020.