Accel Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Accel Wealth Management’s Portfolio TBLL Stock Details TBLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-384	Closed	-$40.5K	–	779
2023 Q1	$40.5K	Hold	384	–	–	0.02%	526
2022 Q4	$40.5K	Hold	384	–	–	0.02%	393
2022 Q3	$40K	Hold	384	–	–	0.02%	417
2022 Q2	$41K	Hold	384	–	–	0.02%	390
2022 Q1	$41K	Hold	384	–	–	0.02%	409
2021 Q4	$41K	Hold	384	–	–	0.02%	416
2021 Q3	$41K	Hold	384	–	–	0.03%	357
2021 Q2	$41K	Hold	384	–	–	0.03%	377
2021 Q1	$41K	Sell	384 -79	-17%	-$8.35K	0.03%	351
2020 Q4	$49K	Buy	+463	New	+$49K	0.05%	301

Other funds holding TBLL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DSAM

Dock Street Asset Management Palm Beach, Florida $951M AUM 31.98% 1-Year Est. Return

Accel Wealth Management's TBLL Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco Short Term Treasury ETF (TBLL) in Q2 2023, closing a stake of 384 shares — an estimated $40.5K sold.

Accel Wealth Management first reported a position in TBLL in Q4 2020 and held it in 10 quarters. The position peaked at $49K in Q4 2020. 82 funds tracked by Wall St. Rank hold TBLL as of Q2 2023.

Accel Wealth Management reported no remaining Invesco Short Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 384 Invesco Short Term Treasury ETF shares in Q2 2023, an estimated $40.5K.
Accel Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco Short Term Treasury ETF position peaked at $49K in Q4 2020.
82 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.