Fidelity Investments
PBTP icon

Fidelity Investments’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Fidelity Investments’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$26 – 5527
2025
Q2 		$26 Buy
+1
New +$26 ﹤0.01% 5230
2024
Q4 		– Sell
-2
Closed -$51 – 5740
2024
Q3 		$51 Sell
2
-537
-100% -$13.6K ﹤0.01% 5176
2024
Q2 		$13.5K Buy
+539
New +$13.6K ﹤0.01% 4219
2023
Q3 		– Sell
-1
Closed -$24 – 5457
2023
Q2 		$24 Buy
+1
New +$25 ﹤0.01% 5141

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments's PBTP Position: Q3 2025 in Review

Fidelity Investments sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q3 2025, closing a stake of 1 share — an estimated $26 sold.

Fidelity Investments first reported a position in PBTP in Q2 2023 and held it in 4 quarters. The position peaked at $13.5K in Q2 2024. 25 funds tracked by Wall St. Rank hold PBTP as of Q3 2025.

  • Fidelity Investments reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco 0-5 Yr US TIPS ETF share in Q3 2025, an estimated $26.
  • Fidelity Investments first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2023 and held it in 4 quarters.
  • Fidelity Investments's Invesco 0-5 Yr US TIPS ETF position peaked at $13.5K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.