Aveo Capital Partners’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Aveo Capital Partners’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
2021 Q4	–	Sell	-2,103	Closed	-$222K	–	294
2021 Q3	$222K	Sell	2,103 -65	-3%	-$6.87K	0.05%	235
2021 Q2	$229K	Buy	+2,168	New	+$229K	0.05%	241
2021 Q1	–	Sell	-1,953	Closed	-$206K	–	239
2020 Q4	$206K	Hold	1,953	–	–	0.32%	63
2020 Q3	$206K	Buy	+1,953	New	+$207K	0.07%	182

Other funds holding TBLL

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

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

Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Aveo Capital Partners's TBLL Position: Q4 2021 in Review

Aveo Capital Partners sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2021, closing a stake of 2,103 shares — an estimated $222K sold.

Aveo Capital Partners first reported a position in TBLL in Q3 2020 and held it in 4 quarters. The position peaked at $229K in Q2 2021. 38 funds tracked by Wall St. Rank hold TBLL as of Q4 2021.

Aveo Capital Partners reported no remaining Invesco Short Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Aveo Capital Partners sold 2,103 Invesco Short Term Treasury ETF shares in Q4 2021, an estimated $222K.
Aveo Capital Partners first reported a position in Invesco Short Term Treasury ETF in Q3 2020 and held it in 4 quarters.
Aveo Capital Partners's Invesco Short Term Treasury ETF position peaked at $229K in Q2 2021.
38 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2021.

Based on Aveo Capital Partners's 13F filing for Q4 2021, filed 11 Feb 2022.