Avantax Advisory Services’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-1,938	Closed	-$205K	–	2324
2024 Q4	$205K	Sell	1,938 -2,566	-57%	-$271K	﹤0.01%	2043
2024 Q3	$476K	Buy	4,504 +2,578	+134%	+$272K	﹤0.01%	1440
2024 Q2	$203K	Sell	1,926 -4,106	-68%	-$433K	﹤0.01%	1947
2024 Q1	$636K	Buy	+6,032	New	+$637K	0.01%	933
2023 Q3	–	Sell	-3,183	Closed	-$336K	–	1620
2023 Q2	$336K	Buy	+3,183	New	+$336K	﹤0.01%	1124
2023 Q1	–	Sell	-7,634	Closed	-$804K	–	1541
2022 Q4	$804K	Buy	7,634 +3,359	+79%	+$354K	0.01%	699
2022 Q3	$450K	Buy	+4,275	New	+$451K	0.01%	823

Other funds holding TBLL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's TBLL Position: Q1 2025 in Review

Avantax Advisory Services sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2025, closing a stake of 1,938 shares — an estimated $205K sold.

Avantax Advisory Services first reported a position in TBLL in Q3 2022 and held it in 7 quarters. The position peaked at $804K in Q4 2022. 114 funds tracked by Wall St. Rank hold TBLL as of Q1 2025.

Avantax Advisory Services reported no remaining Invesco Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 1,938 Invesco Short Term Treasury ETF shares in Q1 2025, an estimated $205K.
Avantax Advisory Services first reported a position in Invesco Short Term Treasury ETF in Q3 2022 and held it in 7 quarters.
Avantax Advisory Services's Invesco Short Term Treasury ETF position peaked at $804K in Q4 2022.
114 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.