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

Bridge Advisory’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
Q1 		– Sell
-18,974
Closed -$2M – 91
2020
Q4 		$2M Buy
+18,974
New +$2.01M 0.95% 18

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bridge Advisory's TBLL Position: Q1 2021 in Review

Bridge Advisory sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2021, closing a stake of 18,974 shares — an estimated $2M sold.

Bridge Advisory first reported a position in TBLL in Q4 2020 and held it in 1 quarter. The position peaked at $2M in Q4 2020. 42 funds tracked by Wall St. Rank hold TBLL as of Q1 2021.

  • Bridge Advisory reported no remaining Invesco Short Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Bridge Advisory sold 18,974 Invesco Short Term Treasury ETF shares in Q1 2021, an estimated $2M.
  • Bridge Advisory first reported a position in Invesco Short Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Bridge Advisory's Invesco Short Term Treasury ETF position peaked at $2M in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2021.

Based on Bridge Advisory's 13F filing for Q1 2021, filed 6 May 2021.