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Allworth Financial’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Allworth Financial’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
2022
Q1 		– Sell
-7
Closed -$1K – 2374
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1864
2021
Q3 		$1K Buy
+7
New +$740 ﹤0.01% 1805

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return
TIAM2
Tru Independence Asset Management 2 Portland, Oregon $163M AUM 18.06% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Allworth Financial's TBLL Position: Q1 2022 in Review

Allworth Financial sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Allworth Financial first reported a position in TBLL in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 36 funds tracked by Wall St. Rank hold TBLL as of Q1 2022.

  • Allworth Financial reported no remaining Invesco Short Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Allworth Financial sold 7 Invesco Short Term Treasury ETF shares in Q1 2022, an estimated $1K.
  • Allworth Financial first reported a position in Invesco Short Term Treasury ETF in Q3 2021 and held it in 2 quarters.
  • Allworth Financial's Invesco Short Term Treasury ETF position peaked at $1K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2022.

Based on Allworth Financial's 13F filing for Q1 2022, filed 22 Apr 2022.