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Cary Street Partners’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Cary Street Partners’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 		$3.34M Buy
31,654
+10,489
+50% +$1.11M 0.07% 265
2026
Q1 		$2.23M Sell
21,165
-3,223
-13% -$341K 0.06% 311
2025
Q4 		$2.58M Buy
24,388
+4,239
+21% +$448K 0.06% 295
2025
Q3 		$2.13M Sell
20,149
-5,563
-22% -$588K 0.06% 310
2025
Q2 		$2.71M Buy
25,712
+4,948
+24% +$522K 0.08% 264
2025
Q1 		$2.19M Buy
20,764
+3,386
+19% +$358K 0.07% 273
2024
Q4 		$1.84M Buy
+17,378
New +$1.84M 0.06% 284

Other funds holding TBLL

CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Cary Street Partners's TBLL Position: Q2 2026 in Review

Cary Street Partners increased its Invesco Short Term Treasury ETF (TBLL) stake by 50% in Q2 2026, buying an estimated $1.11M and bringing the position to 31,654 shares worth $3.34M. The position accounts for 0.07% of the portfolio, ranked #265.

Cary Street Partners first reported a position in TBLL in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • Cary Street Partners held 31,654 shares of Invesco Short Term Treasury ETF worth $3.34M as of Q2 2026.
  • Cary Street Partners bought 10,489 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $1.11M.
  • Invesco Short Term Treasury ETF made up 0.07% of Cary Street Partners's portfolio in Q2 2026, its #265 holding.
  • Cary Street Partners first reported a position in Invesco Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.