Arax Advisory Partners’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Arax Advisory Partners’s Portfolio PBTP Stock Details PBTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.72K	Buy	106 +53	+100%	+$1.39K	﹤0.01%	4746
2026 Q1	$1.39K	Hold	53	–	–	﹤0.01%	3212
2025 Q4	$1.37K	Buy	+53	New	+$1.39K	﹤0.01%	3398
2025 Q3	–	Sell	-53	Closed	-$1.38K	–	4092
2025 Q2	$1.38K	Hold	53	–	–	﹤0.01%	2678
2025 Q1	$1.38K	Hold	53	–	–	﹤0.01%	2198
2024 Q4	$1.35K	Hold	53	–	–	﹤0.01%	2101
2024 Q3	$1.35K	Hold	53	–	–	﹤0.01%	2168
2024 Q2	$1.33K	Hold	53	–	–	﹤0.01%	2091
2024 Q1	$1.33K	Hold	53	–	–	﹤0.01%	1105
2023 Q4	$1.32K	Hold	53	–	–	﹤0.01%	1087
2023 Q3	$1.29K	Hold	53	–	–	﹤0.01%	1085
2023 Q2	$1.3K	Buy	+53	New	+$1.32K	﹤0.01%	1062

Other funds holding PBTP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Arax Advisory Partners's PBTP Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 100% in Q2 2026, buying an estimated $1.39K and bringing the position to 106 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #4746.

Arax Advisory Partners first reported a position in PBTP in Q2 2023 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

Arax Advisory Partners held 106 shares of Invesco 0-5 Yr US TIPS ETF worth $2.72K as of Q2 2026.
Arax Advisory Partners bought 53 Invesco 0-5 Yr US TIPS ETF shares in Q2 2026, an estimated $1.39K.
Invesco 0-5 Yr US TIPS ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4746 holding.
Arax Advisory Partners first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2023 and has held it in 12 quarters since.
28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.