Curry Webb Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.3M Buy
134,445
+40,250
+43% +$1.91M 2.98% 10
2025
Q4
$4.47M Buy
+94,195
New +$4.48M 2.22% 15

Other funds holding GTO

Curry Webb Wealth Management's GTO Position: Q1 2026 in Review

Curry Webb Wealth Management increased its Invesco Total Return Bond ETF (GTO) stake by 43% in Q1 2026, buying an estimated $1.91M and bringing the position to 134,445 shares worth $6.3M. The position accounts for 2.98% of the portfolio, ranked #10.

Curry Webb Wealth Management first reported a position in GTO in Q4 2025 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

  • Curry Webb Wealth Management held 134,445 shares of Invesco Total Return Bond ETF worth $6.3M as of Q1 2026.
  • Curry Webb Wealth Management bought 40,250 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $1.91M.
  • Invesco Total Return Bond ETF made up 2.98% of Curry Webb Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Curry Webb Wealth Management first reported a position in Invesco Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.