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

Evergreen 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
2026
Q2 		$4.12M Buy
38,956
+1,027
+3% +$108K 0.22% 81
2026
Q1 		$4M Buy
37,929
+18,789
+98% +$1.99M 0.28% 68
2025
Q4 		$2.02M Buy
+19,140
New +$2.02M 0.28% 49

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Evergreen Wealth Solutions's TBLL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Invesco Short Term Treasury ETF (TBLL) stake by 2.7% in Q2 2026, buying an estimated $108K and bringing the position to 38,956 shares worth $4.12M. The position accounts for 0.22% of the portfolio, ranked #81.

Evergreen Wealth Solutions first reported a position in TBLL in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • Evergreen Wealth Solutions held 38,956 shares of Invesco Short Term Treasury ETF worth $4.12M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,027 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $108K.
  • Invesco Short Term Treasury ETF made up 0.22% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #81 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco Short Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.