BFC Planning, Inc.’s Invesco Short Term Treasury ETF TBLL Stock Holding History

BFC Planning, Inc.’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	$16.1K	Sell	153 -1,126	-88%	-$119K	﹤0.01%	2121
2026 Q1	$135K	Buy	1,279 +10	+0.8%	+$1.06K	0.01%	1014
2025 Q4	$134K	Sell	1,269 -38	-3%	-$4.02K	0.01%	1023
2025 Q3	$138K	Sell	1,307 -70	-5%	-$7.39K	0.01%	795
2025 Q2	$145K	Buy	1,377 +13	+1%	+$1.37K	0.01%	745
2025 Q1	$144K	Buy	1,364 +15	+1%	+$1.58K	0.01%	740
2024 Q4	$142K	Buy	+1,349	New	+$142K	0.01%	732

Other funds holding TBLL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BFC Planning, Inc.'s TBLL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco Short Term Treasury ETF (TBLL) stake by 88% in Q2 2026, selling an estimated $119K and leaving 153 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

BFC Planning, Inc. first reported a position in TBLL in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q2 2025. 138 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

BFC Planning, Inc. held 153 shares of Invesco Short Term Treasury ETF worth $16.1K as of Q2 2026.
BFC Planning, Inc. sold 1,126 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $119K.
Invesco Short Term Treasury ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2121 holding.
BFC Planning, Inc. first reported a position in Invesco Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco Short Term Treasury ETF position peaked at $145K in Q2 2025.
138 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.