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Win Advisors’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Win Advisors’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
Q3 		– Sell
-281,953
Closed -$7.51M – 159
2022
Q2 		$7.51M Buy
+281,953
New +$7.6M 14.73% 3

Other funds holding TBX

DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Win Advisors's TBX Position: Q3 2022 in Review

Win Advisors sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2022, closing a stake of 281,953 shares — an estimated $7.51M sold.

Win Advisors first reported a position in TBX in Q2 2022 and held it in 1 quarter. The position peaked at $7.51M in Q2 2022. 39 funds tracked by Wall St. Rank hold TBX as of Q3 2022.

  • Win Advisors reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2022 after selling out during the quarter.
  • Win Advisors sold 281,953 ProShares Short 7-10 Year Treasury shares in Q3 2022, an estimated $7.51M.
  • Win Advisors first reported a position in ProShares Short 7-10 Year Treasury in Q2 2022 and held it in 1 quarter.
  • Win Advisors's ProShares Short 7-10 Year Treasury position peaked at $7.51M in Q2 2022.
  • 39 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2022.

Based on Win Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.