Focus Partners Wealth
TBLL icon

Focus Partners Wealth’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Focus Partners Wealth’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 		$2.17M Sell
20,563
-2,301
-10% -$243K ﹤0.01% 1323
2026
Q1 		$2.41M Sell
22,864
-14,508
-39% -$1.53M ﹤0.01% 1239
2025
Q4 		$3.95M Buy
+37,372
New +$3.95M ﹤0.01% 1035

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

Focus Partners Wealth's TBLL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco Short Term Treasury ETF (TBLL) stake by 10% in Q2 2026, selling an estimated $243K and leaving 20,563 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Focus Partners Wealth first reported a position in TBLL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.95M in Q4 2025. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • Focus Partners Wealth held 20,563 shares of Invesco Short Term Treasury ETF worth $2.17M as of Q2 2026.
  • Focus Partners Wealth sold 2,301 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $243K.
  • Invesco Short Term Treasury ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1323 holding.
  • Focus Partners Wealth first reported a position in Invesco Short Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Invesco Short Term Treasury ETF position peaked at $3.95M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.