AP
TBLL icon

Atwood & Palmer’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Atwood & Palmer’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
2025
Q2 		– Sell
-39
Closed -$4.12K – 525
2025
Q1 		$4.12K Buy
+39
New +$4.12K ﹤0.01% 371

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

Atwood & Palmer's TBLL Position: Q2 2025 in Review

Atwood & Palmer sold out of Invesco Short Term Treasury ETF (TBLL) in Q2 2025, closing a stake of 39 shares — an estimated $4.12K sold.

Atwood & Palmer first reported a position in TBLL in Q1 2025 and held it in 1 quarter. The position peaked at $4.12K in Q1 2025. 127 funds tracked by Wall St. Rank hold TBLL as of Q2 2025.

  • Atwood & Palmer reported no remaining Invesco Short Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Atwood & Palmer sold 39 Invesco Short Term Treasury ETF shares in Q2 2025, an estimated $4.12K.
  • Atwood & Palmer first reported a position in Invesco Short Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Atwood & Palmer's Invesco Short Term Treasury ETF position peaked at $4.12K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2025.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.