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Wealth Alliance Advisory Group’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Wealth Alliance Advisory Group’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
Q2 		– Sell
-238,572
Closed -$6.17M – 159
2022
Q1 		$6.17M Buy
238,572
+129,924
+120% +$3.26M 2.67% 9
2021
Q4 		$2.64M Buy
+108,648
New +$2.65M 1.15% 17

Other funds holding TBX

DCM
Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $192M AUM 24.96% 1-Year Est. Return

Wealth Alliance Advisory Group's TBX Position: Q2 2022 in Review

Wealth Alliance Advisory Group sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2022, closing a stake of 238,572 shares — an estimated $6.17M sold.

Wealth Alliance Advisory Group first reported a position in TBX in Q4 2021 and held it in 2 quarters. The position peaked at $6.17M in Q1 2022. 42 funds tracked by Wall St. Rank hold TBX as of Q2 2022.

  • Wealth Alliance Advisory Group reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 238,572 ProShares Short 7-10 Year Treasury shares in Q2 2022, an estimated $6.17M.
  • Wealth Alliance Advisory Group first reported a position in ProShares Short 7-10 Year Treasury in Q4 2021 and held it in 2 quarters.
  • Wealth Alliance Advisory Group's ProShares Short 7-10 Year Treasury position peaked at $6.17M in Q1 2022.
  • 42 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2022, filed 8 Jul 2022.