EverSource Wealth Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

EverSource Wealth Advisors’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	$37K	Sell	350 -2,229	-86%	-$235K	﹤0.01%	1975
2026 Q1	$272K	Buy	+2,579	New	+$272K	0.01%	892
2025 Q2	–	Sell	-1,500	Closed	-$158K	–	4358
2025 Q1	$158K	Buy	+1,500	New	+$158K	0.01%	748

Other funds holding TBLL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors's TBLL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco Short Term Treasury ETF (TBLL) stake by 86% in Q2 2026, selling an estimated $235K and leaving 350 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

EverSource Wealth Advisors first reported a position in TBLL in Q1 2025 and has held it in 3 quarters since. The position peaked at $272K in Q1 2026. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

EverSource Wealth Advisors held 350 shares of Invesco Short Term Treasury ETF worth $37K as of Q2 2026.
EverSource Wealth Advisors sold 2,229 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $235K.
Invesco Short Term Treasury ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1975 holding.
EverSource Wealth Advisors first reported a position in Invesco Short Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
EverSource Wealth Advisors's Invesco Short Term Treasury ETF position peaked at $272K in Q1 2026.
136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.