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Advisor Group’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Advisor Group’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
2019
Q4 		$87K Buy
821
+164
+25% +$17.3K ﹤0.01% 3041
2019
Q3 		$69K Sell
657
-14
-2% -$1.48K ﹤0.01% 3169
2019
Q2 		$71K Buy
671
+171
+34% +$18.1K ﹤0.01% 3120
2019
Q1 		$53K Buy
+500
New +$52.8K ﹤0.01% 3344

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OAM
Optimal Asset Management Los Altos, California $800M AUM 28.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Advisor Group's TBLL Position: Q4 2019 in Review

Advisor Group increased its Invesco Short Term Treasury ETF (TBLL) stake by 25% in Q4 2019, buying an estimated $17.3K and bringing the position to 821 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Advisor Group first reported a position in TBLL in Q1 2019 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold TBLL as of Q4 2019.

  • Advisor Group held 821 shares of Invesco Short Term Treasury ETF worth $87K as of Q4 2019.
  • Advisor Group bought 164 Invesco Short Term Treasury ETF shares in Q4 2019, an estimated $17.3K.
  • Invesco Short Term Treasury ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3041 holding.
  • Advisor Group first reported a position in Invesco Short Term Treasury ETF in Q1 2019 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.