Foundations Investment Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 |
|