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Brown Brothers Harriman & Co’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Brown Brothers Harriman & Co’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$4.88K – 1242
2023
Q3 		$4.88K Hold
200
– – ﹤0.01% 1032
2023
Q2 		$4.9K Buy
+200
New +$4.97K ﹤0.01% 1056

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Brown Brothers Harriman & Co's PBTP Position: Q4 2023 in Review

Brown Brothers Harriman & Co sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q4 2023, closing a stake of 200 shares — an estimated $4.88K sold.

Brown Brothers Harriman & Co first reported a position in PBTP in Q2 2023 and held it in 2 quarters. The position peaked at $4.9K in Q2 2023. 34 funds tracked by Wall St. Rank hold PBTP as of Q4 2023.

  • Brown Brothers Harriman & Co reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 200 Invesco 0-5 Yr US TIPS ETF shares in Q4 2023, an estimated $4.88K.
  • Brown Brothers Harriman & Co first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2023 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's Invesco 0-5 Yr US TIPS ETF position peaked at $4.9K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q4 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2023, filed 12 Feb 2024.