Geneos Wealth Management’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 | $3.8K | Buy |
+36
| New | +$3.8K | ﹤0.01% | 2648 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$52.8K | – | 2960 |
|
|
2024
Q3 | $52.8K | Hold |
500
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q2 | $52.7K | Hold |
500
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q1 | $52.7K | Sell |
500
-400
| -44% | -$42.2K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $95K | Hold |
900
| – | – | ﹤0.01% | 854 |
|
|
2023
Q3 | $95K | Sell |
900
-600
| -40% | -$63.3K | ﹤0.01% | 887 |
|
|
2023
Q2 | $158K | Hold |
1,500
| – | – | 0.01% | 740 |
|
|
2023
Q1 | $158K | Sell |
1,500
-250
| -14% | -$26.4K | 0.01% | 721 |
|
|
2022
Q4 | $184K | Sell |
1,750
-750
| -30% | -$79K | 0.01% | 646 |
|
|
2022
Q3 | $263K | Buy |
2,500
+2,250
| +900% | +$237K | 0.02% | 539 |
|
|
2022
Q2 | $26K | Buy |
+250
| New | +$26K | ﹤0.01% | 1572 |
|