Carson Wealth (CWM LLC)
TBLL icon

Carson Wealth (CWM LLC)’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$10K Hold
95
– – ﹤0.01% 4772
2025
Q4 		$10K Hold
95
– – ﹤0.01% 4564
2025
Q3 		$10K Buy
+95
New +$10K ﹤0.01% 4496
2024
Q2 		– Sell
-10
Closed -$1K – 4934
2024
Q1 		$1K Sell
10
-332
-97% -$35.1K ﹤0.01% 4222
2023
Q4 		$36K Hold
342
– – ﹤0.01% 2382
2023
Q3 		$36K Hold
342
– – ﹤0.01% 2292
2023
Q2 		$36K Hold
342
– – ﹤0.01% 2240
2023
Q1 		$36K Hold
342
– – ﹤0.01% 2097
2022
Q4 		$36K Hold
342
– – ﹤0.01% 1961
2022
Q3 		$36K Hold
342
– – ﹤0.01% 1837
2022
Q2 		$36K Buy
342
+332
+3,320% +$35K ﹤0.01% 1785
2022
Q1 		$1K Hold
10
– – ﹤0.01% 3415
2021
Q4 		$1K Buy
+10
New +$1.06K ﹤0.01% 3385
2021
Q2 		$2K Hold
20
– – ﹤0.01% 2702
2021
Q1 		$2K Hold
20
– – ﹤0.01% 2702
2020
Q4 		$2K Hold
20
– – ﹤0.01% 2701
2020
Q3 		$2K Hold
20
– – ﹤0.01% 2700
2020
Q2 		$2K Hold
20
– – ﹤0.01% 2699
2020
Q1 		$2K Hold
20
– – ﹤0.01% 2699
2019
Q4 		$2K Hold
20
– – ﹤0.01% 2698
2019
Q3 		$2K Hold
20
– – ﹤0.01% 2698
2019
Q2 		$2K Hold
20
– – ﹤0.01% 2697
2019
Q1 		$2K Buy
+20
New +$2.11K ﹤0.01% 2694

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TBLL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco Short Term Treasury ETF (TBLL) position steady in Q1 2026 at 95 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4772.

Carson Wealth (CWM LLC) first reported a position in TBLL in Q1 2019 and has held it in 23 quarters since. The position peaked at $36K in Q4 2023. 137 funds tracked by Wall St. Rank hold TBLL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 95 shares of Invesco Short Term Treasury ETF worth $10K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco Short Term Treasury ETF share count unchanged in Q1 2026.
  • Invesco Short Term Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4772 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Short Term Treasury ETF in Q1 2019 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Short Term Treasury ETF position peaked at $36K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.