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WAM
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
–
1883
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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