Arete Wealth Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,576
| Closed | -$483K | – | 805 |
|
|
2024
Q4 | $483K | Sell |
4,576
-2,966
| -39% | -$313K | 0.03% | 419 |
|
|
2024
Q3 | $797K | Sell |
7,542
-7,884
| -51% | -$833K | 0.07% | 267 |
|
|
2024
Q2 | $1.63M | Sell |
15,426
-1,751
| -10% | -$185K | 0.13% | 158 |
|
|
2024
Q1 | $1.81M | Sell |
17,177
-140
| -0.8% | -$14.8K | 0.17% | 141 |
|
|
2023
Q4 | $1.83M | Buy |
+17,317
| New | +$1.83M | 0.14% | 156 |
|
|
2023
Q3 | – | Sell |
-44,389
| Closed | -$4.68M | – | 693 |
|
|
2023
Q2 | $4.68M | Buy |
+44,389
| New | +$4.68M | 0.41% | 53 |
|