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Clear Investment Research’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Clear Investment Research’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 		$69.5K Buy
+658
New +$69.5K 0.11% 92
2025
Q4 		– Sell
-646
Closed -$68.2K – 213
2025
Q3 		$68.2K Hold
646
– – 0.09% 102
2025
Q2 		$68.2K Buy
646
+7
+1% +$739 0.09% 98
2025
Q1 		$67.5K Buy
639
+7
+1% +$739 0.09% 92
2024
Q4 		$66.8K Buy
632
+7
+1% +$739 0.09% 94
2024
Q3 		$66.1K Buy
625
+8
+1% +$845 0.09% 93
2024
Q2 		$65.1K Buy
617
+8
+1% +$844 0.08% 90
2024
Q1 		$64.3K Buy
609
+8
+1% +$845 0.09% 92
2023
Q4 		$63.6K Buy
601
+8
+1% +$845 0.09% 99
2023
Q3 		$62.7K Buy
593
+7
+1% +$739 0.11% 81
2023
Q2 		$61.9K Buy
586
+6
+1% +$633 0.1% 79
2023
Q1 		$61.2K Buy
580
+6
+1% +$633 0.11% 77
2022
Q4 		$61K Buy
574
+5
+0.9% +$527 0.12% 73
2022
Q3 		$60K Buy
569
+2
+0.4% +$211 0.13% 71
2022
Q2 		$60K Buy
567
+1
+0.2% +$106 0.13% 72
2022
Q1 		$60K Hold
566
– – 0.12% 79
2021
Q4 		$60K Hold
566
– – 0.09% 76
2021
Q3 		$60K Hold
566
– – 0.1% 77
2021
Q2 		$60K Hold
566
– – 0.1% 76
2021
Q1 		$60K Buy
566
+141
+33% +$14.9K 0.11% 67
2020
Q4 		$45K Hold
425
– – 0.08% 73
2020
Q3 		$45K Buy
425
+142
+50% +$15K 0.09% 69
2020
Q2 		$30K Buy
+283
New +$30K 0.06% 72

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

Clear Investment Research's TBLL Position: Q1 2026 in Review

Clear Investment Research opened a new position in Invesco Short Term Treasury ETF (TBLL) in Q1 2026: 658 shares worth $69.5K. The stake represents 0.11% of the portfolio and ranks #92 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in TBLL as recently as Q3 2025.

Clear Investment Research first reported a position in TBLL in Q2 2020 and has held it in 23 quarters since. 137 funds tracked by Wall St. Rank hold TBLL as of Q1 2026.

  • Clear Investment Research held 658 shares of Invesco Short Term Treasury ETF worth $69.5K as of Q1 2026.
  • Invesco Short Term Treasury ETF was a new Clear Investment Research position in Q1 2026.
  • Invesco Short Term Treasury ETF made up 0.11% of Clear Investment Research's portfolio in Q1 2026, its #92 holding.
  • Clear Investment Research first reported a position in Invesco Short Term Treasury ETF in Q2 2020 and has held it in 23 quarters since.
  • 137 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.