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Sowell Financial Services’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-122,169
Closed -$2.97M – 483
2021
Q4 		$2.97M Buy
+122,169
New +$2.98M 0.17% 138

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MW
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WAAG
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Sowell Financial Services's TBX Position: Q1 2022 in Review

Sowell Financial Services sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2022, closing a stake of 122,169 shares — an estimated $2.97M sold.

Sowell Financial Services first reported a position in TBX in Q4 2021 and held it in 1 quarter. The position peaked at $2.97M in Q4 2021. 37 funds tracked by Wall St. Rank hold TBX as of Q1 2022.

  • Sowell Financial Services reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 122,169 ProShares Short 7-10 Year Treasury shares in Q1 2022, an estimated $2.97M.
  • Sowell Financial Services first reported a position in ProShares Short 7-10 Year Treasury in Q4 2021 and held it in 1 quarter.
  • Sowell Financial Services's ProShares Short 7-10 Year Treasury position peaked at $2.97M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.