Foundations Investment Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Foundations Investment 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 Q1	–	Sell	-14,107	Closed	-$1.49M	–	1243
2025 Q4	$1.49M	Buy	14,107 +1,913	+16%	+$202K	0.02%	411
2025 Q3	$1.29M	Buy	12,194 +1,583	+15%	+$167K	0.02%	409
2025 Q2	$1.12M	Sell	10,611 -5,748	-35%	-$607K	0.02%	409
2025 Q1	$1.73M	Buy	16,359 +2,466	+18%	+$260K	0.03%	315
2024 Q4	$1.47M	Buy	13,893 +5,966	+75%	+$630K	0.03%	341
2024 Q3	$838K	Buy	7,927 +4,488	+131%	+$474K	0.02%	394
2024 Q2	$363K	Buy	3,439 +1,173	+52%	+$124K	0.01%	569
2024 Q1	$239K	Buy	+2,266	New	+$239K	0.01%	634

Other funds holding TBLL

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

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

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

Foundations Investment Advisors's TBLL Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2026, closing a stake of 14,107 shares — an estimated $1.49M sold.

Foundations Investment Advisors first reported a position in TBLL in Q1 2024 and held it in 8 quarters. The position peaked at $1.73M in Q1 2025. 137 funds tracked by Wall St. Rank hold TBLL as of Q1 2026.

Foundations Investment Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 14,107 Invesco Short Term Treasury ETF shares in Q1 2026, an estimated $1.49M.
Foundations Investment Advisors first reported a position in Invesco Short Term Treasury ETF in Q1 2024 and held it in 8 quarters.
Foundations Investment Advisors's Invesco Short Term Treasury ETF position peaked at $1.73M in Q1 2025.
137 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.