Gladstone Institutional Advisory’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Gladstone Institutional Advisory’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	$291K	Sell	2,760 -140	-5%	-$14.8K	0.01%	749
2026 Q1	$306K	Hold	2,900	–	–	0.01%	665
2025 Q4	$306K	Hold	2,900	–	–	0.01%	626
2025 Q3	$306K	Hold	2,900	–	–	0.01%	638
2025 Q2	$306K	Buy	+2,900	New	+$306K	0.01%	604

Other funds holding TBLL

PAG

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CRA

Clear Retirement Advice San Mateo, California $146M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

QWM

Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Gladstone Institutional Advisory's TBLL Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Invesco Short Term Treasury ETF (TBLL) stake by 4.8% in Q2 2026, selling an estimated $14.8K and leaving 2,760 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #749.

Gladstone Institutional Advisory first reported a position in TBLL in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q4 2025. 42 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

Gladstone Institutional Advisory held 2,760 shares of Invesco Short Term Treasury ETF worth $291K as of Q2 2026.
Gladstone Institutional Advisory sold 140 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $14.8K.
Invesco Short Term Treasury ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #749 holding.
Gladstone Institutional Advisory first reported a position in Invesco Short Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Gladstone Institutional Advisory's Invesco Short Term Treasury ETF position peaked at $306K in Q4 2025.
42 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.