EWM
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Evermay Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Evermay Wealth Management’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
2024
Q1 		– Sell
-36
Closed -$3.8K – 720
2023
Q4 		$3.8K Buy
+36
New +$3.8K ﹤0.01% 492

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evermay Wealth Management's TBLL Position: Q1 2024 in Review

Evermay Wealth Management sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2024, closing a stake of 36 shares — an estimated $3.8K sold.

Evermay Wealth Management first reported a position in TBLL in Q4 2023 and held it in 1 quarter. The position peaked at $3.8K in Q4 2023. 97 funds tracked by Wall St. Rank hold TBLL as of Q1 2024.

  • Evermay Wealth Management reported no remaining Invesco Short Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 36 Invesco Short Term Treasury ETF shares in Q1 2024, an estimated $3.8K.
  • Evermay Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Invesco Short Term Treasury ETF position peaked at $3.8K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.