CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

CAPTRUST Financial Advisors’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
2020
Q4 		– Sell
-2,293
Closed -$242K – 3508
2020
Q3 		$242K Buy
+2,293
New +$243K ﹤0.01% 955

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AWE
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Envestnet Asset Management
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MAM
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's TBLL Position: Q4 2020 in Review

CAPTRUST Financial Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2020, closing a stake of 2,293 shares — an estimated $242K sold.

CAPTRUST Financial Advisors first reported a position in TBLL in Q3 2020 and held it in 1 quarter. The position peaked at $242K in Q3 2020. 42 funds tracked by Wall St. Rank hold TBLL as of Q4 2020.

  • CAPTRUST Financial Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,293 Invesco Short Term Treasury ETF shares in Q4 2020, an estimated $242K.
  • CAPTRUST Financial Advisors first reported a position in Invesco Short Term Treasury ETF in Q3 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Invesco Short Term Treasury ETF position peaked at $242K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.