Belpointe Asset Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Belpointe Asset Management’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
2026 Q2	–	Sell	-9,485	Closed	-$1M	–	1229
2026 Q1	$1M	Buy	+9,485	New	+$1M	0.04%	452
2024 Q4	–	Sell	-298	Closed	-$31.5K	–	944
2024 Q3	$31.5K	Buy	+298	New	+$31.5K	﹤0.01%	862
2024 Q2	–	Sell	-2,483	Closed	-$262K	–	933
2024 Q1	$262K	Sell	2,483 -32	-1%	-$3.38K	0.02%	651
2023 Q4	$266K	Sell	2,515 -30	-1%	-$3.17K	0.02%	567
2023 Q3	$269K	Buy	2,545 +97	+4%	+$10.2K	0.03%	513
2023 Q2	$258K	Buy	2,448 +2,347	+2,324%	+$248K	0.03%	508
2023 Q1	$10.7K	Sell	101 -1,262	-93%	-$133K	﹤0.01%	2685
2022 Q4	$144K	Sell	1,363 -1,411	-51%	-$149K	0.01%	1045
2022 Q3	$292K	Sell	2,774 -1,966	-41%	-$207K	0.02%	698
2022 Q2	$500K	Buy	+4,740	New	+$500K	0.03%	483

Other funds holding TBLL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Belpointe Asset Management's TBLL Position: Q2 2026 in Review

Belpointe Asset Management sold out of Invesco Short Term Treasury ETF (TBLL) in Q2 2026, closing a stake of 9,485 shares — an estimated $1M sold.

Belpointe Asset Management first reported a position in TBLL in Q2 2022 and held it in 10 quarters. The position peaked at $1M in Q1 2026. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

Belpointe Asset Management reported no remaining Invesco Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 9,485 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $1M.
Belpointe Asset Management first reported a position in Invesco Short Term Treasury ETF in Q2 2022 and held it in 10 quarters.
Belpointe Asset Management's Invesco Short Term Treasury ETF position peaked at $1M in Q1 2026.
136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.