Global Retirement Partners’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Global Retirement Partners’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
2025 Q4	$5.28K	Hold	50	–	–	﹤0.01%	3421
2025 Q3	$5.28K	Hold	50	–	–	﹤0.01%	2958
2025 Q2	$5.28K	Buy	+50	New	+$5.28K	﹤0.01%	2891
2024 Q3	–	Sell	-2,875	Closed	-$303K	–	3638
2024 Q2	$303K	Sell	2,875 -1,275	-31%	-$135K	0.01%	735
2024 Q1	$438K	Sell	4,150 -2,209	-35%	-$233K	0.02%	561
2023 Q4	$673K	Buy	6,359 +6,293	+9,535%	+$665K	0.03%	426
2023 Q3	$6.96K	Hold	66	–	–	﹤0.01%	2087
2023 Q2	$6.96K	Buy	+66	New	+$6.96K	﹤0.01%	2090

Other funds holding TBLL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Global Retirement Partners's TBLL Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Short Term Treasury ETF (TBLL) position steady in Q4 2025 at 50 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

Global Retirement Partners first reported a position in TBLL in Q2 2023 and has held it in 8 quarters since. The position peaked at $673K in Q4 2023. 125 funds tracked by Wall St. Rank hold TBLL as of Q4 2025.

Global Retirement Partners held 50 shares of Invesco Short Term Treasury ETF worth $5.28K as of Q4 2025.
Global Retirement Partners left its Invesco Short Term Treasury ETF share count unchanged in Q4 2025.
Invesco Short Term Treasury ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3421 holding.
Global Retirement Partners first reported a position in Invesco Short Term Treasury ETF in Q2 2023 and has held it in 8 quarters since.
Global Retirement Partners's Invesco Short Term Treasury ETF position peaked at $673K in Q4 2023.
125 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.