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Discipline Wealth Solutions’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Discipline Wealth Solutions’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
Q3 		– Sell
-2,107
Closed -$222K – 156
2025
Q2 		$222K Sell
2,107
-1,357
-39% -$143K 0.09% 87
2025
Q1 		$366K Sell
3,464
-1,999
-37% -$211K 0.17% 55
2024
Q4 		$577K Buy
+5,463
New +$577K 0.27% 45

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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Discipline Wealth Solutions's TBLL Position: Q3 2025 in Review

Discipline Wealth Solutions sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2025, closing a stake of 2,107 shares — an estimated $222K sold.

Discipline Wealth Solutions first reported a position in TBLL in Q4 2024 and held it in 3 quarters. The position peaked at $577K in Q4 2024. 117 funds tracked by Wall St. Rank hold TBLL as of Q3 2025.

  • Discipline Wealth Solutions reported no remaining Invesco Short Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Discipline Wealth Solutions sold 2,107 Invesco Short Term Treasury ETF shares in Q3 2025, an estimated $222K.
  • Discipline Wealth Solutions first reported a position in Invesco Short Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Discipline Wealth Solutions's Invesco Short Term Treasury ETF position peaked at $577K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2025.

Based on Discipline Wealth Solutions's 13F filing for Q3 2025, filed 21 Oct 2025.