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
Q2
$7.34M Buy
156,630
+22,185
+17% +$1.04M 3.04% 9
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: Q2 2026 in Review

Curry Webb Wealth Management increased its Invesco Total Return Bond ETF (GTO) stake by 17% in Q2 2026, buying an estimated $1.04M and bringing the position to 156,630 shares worth $7.34M. The position accounts for 3.04% of the portfolio, ranked #9.

Curry Webb Wealth Management first reported a position in GTO in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Curry Webb Wealth Management held 156,630 shares of Invesco Total Return Bond ETF worth $7.34M as of Q2 2026.
  • Curry Webb Wealth Management bought 22,185 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $1.04M.
  • Invesco Total Return Bond ETF made up 3.04% of Curry Webb Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Curry Webb Wealth Management first reported a position in Invesco Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.