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
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 $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth's TBLL Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco Short Term Treasury ETF (TBLL) stake by 39% in Q1 2026, selling an estimated $1.53M and leaving 22,864 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Focus Partners Wealth first reported a position in TBLL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.95M in Q4 2025. 137 funds tracked by Wall St. Rank hold TBLL as of Q1 2026.

  • Focus Partners Wealth held 22,864 shares of Invesco Short Term Treasury ETF worth $2.41M as of Q1 2026.
  • Focus Partners Wealth sold 14,508 Invesco Short Term Treasury ETF shares in Q1 2026, an estimated $1.53M.
  • Invesco Short Term Treasury ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1239 holding.
  • Focus Partners Wealth first reported a position in Invesco Short Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Invesco Short Term Treasury ETF position peaked at $3.95M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.