Golden State Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Golden State Wealth Management’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	$831K	Buy	7,876 +1,804	+30%	+$191K	0.08%	210
2026 Q1	$641K	Sell	6,072 -1,342	-18%	-$142K	0.07%	216
2025 Q4	$783K	Buy	7,414 +1,489	+25%	+$157K	0.08%	189
2025 Q3	$626K	Buy	5,925 +452	+8%	+$47.7K	0.07%	213
2025 Q2	$578K	Sell	5,473 -1,020	-16%	-$108K	0.07%	205
2025 Q1	$685K	Sell	6,493 -856	-12%	-$90.4K	0.1%	161
2024 Q4	$776K	Buy	+7,349	New	+$776K	0.12%	145

Other funds holding TBLL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMI

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 $445B AUM 25.58% 1-Year Est. Return

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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

PAG

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

Golden State Wealth Management's TBLL Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco Short Term Treasury ETF (TBLL) stake by 30% in Q2 2026, buying an estimated $191K and bringing the position to 7,876 shares worth $831K. The position accounts for 0.08% of the portfolio, ranked #210.

Golden State Wealth Management first reported a position in TBLL in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

Golden State Wealth Management held 7,876 shares of Invesco Short Term Treasury ETF worth $831K as of Q2 2026.
Golden State Wealth Management bought 1,804 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $191K.
Invesco Short Term Treasury ETF made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #210 holding.
Golden State Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.