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Financial Advocates Investment Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-8,530
Closed -$900K – 541
2025
Q2 		$900K Buy
8,530
+67
+0.8% +$7.08K 0.07% 247
2025
Q1 		$893K Sell
8,463
-551
-6% -$58.2K 0.06% 303
2024
Q4 		$952K Buy
9,014
+6,349
+238% +$671K 0.05% 309
2024
Q3 		$282K Sell
2,665
-1,599
-38% -$169K 0.02% 617
2024
Q2 		$450K Buy
4,264
+127
+3% +$13.4K 0.03% 457
2024
Q1 		$436K Sell
4,137
-375
-8% -$39.6K 0.03% 486
2023
Q4 		$476K Sell
4,512
-8,950
-66% -$945K 0.03% 440
2023
Q3 		$1.42M Buy
13,462
+1,808
+16% +$191K 0.1% 215
2023
Q2 		$1.23M Buy
11,654
+3,130
+37% +$330K 0.09% 234
2023
Q1 		$900K Sell
8,524
-103
-1% -$10.9K 0.06% 310
2022
Q4 		$909K Sell
8,627
-43
-0.5% -$4.53K 0.07% 310
2022
Q3 		$914K Sell
8,670
-5,891
-40% -$621K 0.08% 271
2022
Q2 		$1.54M Buy
14,561
+277
+2% +$29.2K 0.12% 201
2022
Q1 		$1.51M Buy
14,284
+260
+2% +$27.4K 0.1% 228
2021
Q4 		$1.48M Sell
14,024
-1,150
-8% -$122K 0.09% 251
2021
Q3 		$1.6M Sell
15,174
-520
-3% -$55K 0.11% 226
2021
Q2 		$1.66M Buy
15,694
+5,969
+61% +$631K 0.11% 226
2021
Q1 		$1.03M Buy
9,725
+4,176
+75% +$441K 0.07% 314
2020
Q4 		$586K Buy
+5,549
New +$587K 0.04% 413

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 $202B AUM 37.79% 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 $445B AUM 25.58% 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

Financial Advocates Investment Management's TBLL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2025, closing a stake of 8,530 shares — an estimated $900K sold.

Financial Advocates Investment Management first reported a position in TBLL in Q4 2020 and held it in 19 quarters. The position peaked at $1.66M in Q2 2021. 117 funds tracked by Wall St. Rank hold TBLL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco Short Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,530 Invesco Short Term Treasury ETF shares in Q3 2025, an estimated $900K.
  • Financial Advocates Investment Management first reported a position in Invesco Short Term Treasury ETF in Q4 2020 and held it in 19 quarters.
  • Financial Advocates Investment Management's Invesco Short Term Treasury ETF position peaked at $1.66M in Q2 2021.
  • 117 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.