Wealthspire Advisors (Maryland)’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-1,100	Closed	-$31K	–	1844
2019 Q1	$31K	Hold	1,100	–	–	﹤0.01%	1101
2018 Q4	$31K	Hold	1,100	–	–	﹤0.01%	1046
2018 Q3	$32K	Hold	1,100	–	–	﹤0.01%	1125
2018 Q2	$32K	Hold	1,100	–	–	﹤0.01%	1131
2018 Q1	$32K	Hold	1,100	–	–	﹤0.01%	1144
2017 Q4	$31K	Hold	1,100	–	–	﹤0.01%	1182
2017 Q3	$31K	Hold	1,100	–	–	﹤0.01%	1154
2017 Q2	$31K	Hold	1,100	–	–	﹤0.01%	1117
2017 Q1	$31K	Hold	1,100	–	–	﹤0.01%	947
2016 Q4	$32K	Hold	1,100	–	–	﹤0.01%	894
2016 Q3	$30K	Hold	1,100	–	–	﹤0.01%	937
2016 Q2	$30K	Hold	1,100	–	–	0.01%	868
2016 Q1	$31K	Hold	1,100	–	–	0.01%	828
2015 Q4	$32K	Buy	+1,100	New	+$32.3K	0.01%	827

Other funds holding TBX

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCM

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

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

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

GFPC

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

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

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s TBX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2019, closing a stake of 1,100 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in TBX in Q4 2015 and held it in 14 quarters. The position peaked at $32K in Q3 2018. 14 funds tracked by Wall St. Rank hold TBX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,100 ProShares Short 7-10 Year Treasury shares in Q2 2019, an estimated $31K.
Wealthspire Advisors (Maryland) first reported a position in ProShares Short 7-10 Year Treasury in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s ProShares Short 7-10 Year Treasury position peaked at $32K in Q3 2018.
14 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.