Clearwater Capital Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Clearwater Capital 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
2026 Q1	$1.55M	Sell	14,681 -5,143	-26%	-$543K	0.13%	58
2025 Q4	$2.09M	Sell	19,824 -7,574	-28%	-$801K	0.17%	53
2025 Q3	$2.89M	Sell	27,398 -572	-2%	-$60.4K	0.25%	46
2025 Q2	$2.95M	Buy	27,970 +1,184	+4%	+$125K	0.27%	43
2025 Q1	$2.83M	Buy	26,786 +284	+1%	+$30K	0.27%	47
2024 Q4	$2.8M	Buy	26,502 +996	+4%	+$105K	0.27%	48
2024 Q3	$2.69M	Buy	25,506 +7,361	+41%	+$778K	0.26%	48
2024 Q2	$1.91M	Buy	18,145 +8,305	+84%	+$877K	0.2%	54
2024 Q1	$1.04M	Buy	+9,840	New	+$1.04M	0.11%	67

Other funds holding TBLL

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearwater Capital Advisors's TBLL Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Invesco Short Term Treasury ETF (TBLL) stake by 26% in Q1 2026, selling an estimated $543K and leaving 14,681 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #58.

Clearwater Capital Advisors first reported a position in TBLL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.95M in Q2 2025. 137 funds tracked by Wall St. Rank hold TBLL as of Q1 2026.

Clearwater Capital Advisors held 14,681 shares of Invesco Short Term Treasury ETF worth $1.55M as of Q1 2026.
Clearwater Capital Advisors sold 5,143 Invesco Short Term Treasury ETF shares in Q1 2026, an estimated $543K.
Invesco Short Term Treasury ETF made up 0.13% of Clearwater Capital Advisors's portfolio in Q1 2026, its #58 holding.
Clearwater Capital Advisors first reported a position in Invesco Short Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Clearwater Capital Advisors's Invesco Short Term Treasury ETF position peaked at $2.95M in Q2 2025.
137 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.