Creative Planning
TBLL icon

Creative Planning’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Creative Planning’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
2025
Q1 		– Sell
-1,912
Closed -$202K – 3709
2024
Q4 		$202K Sell
1,912
-111
-5% -$11.7K ﹤0.01% 2963
2024
Q3 		$214K Sell
2,023
-108
-5% -$11.4K ﹤0.01% 2783
2024
Q2 		$225K Buy
2,131
+14
+0.7% +$1.48K ﹤0.01% 2593
2024
Q1 		$223K Buy
2,117
+53
+3% +$5.59K ﹤0.01% 2497
2023
Q4 		$218K Buy
+2,064
New +$218K ﹤0.01% 2347

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's TBLL Position: Q1 2025 in Review

Creative Planning sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2025, closing a stake of 1,912 shares — an estimated $202K sold.

Creative Planning first reported a position in TBLL in Q4 2023 and held it in 5 quarters. The position peaked at $225K in Q2 2024. 114 funds tracked by Wall St. Rank hold TBLL as of Q1 2025.

  • Creative Planning reported no remaining Invesco Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 1,912 Invesco Short Term Treasury ETF shares in Q1 2025, an estimated $202K.
  • Creative Planning first reported a position in Invesco Short Term Treasury ETF in Q4 2023 and held it in 5 quarters.
  • Creative Planning's Invesco Short Term Treasury ETF position peaked at $225K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.