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Goodman Advisory Group’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Goodman Advisory Group’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
2023
Q3 		– Sell
-1
Closed -$105 – 177
2023
Q2 		$105 Sell
1
-4,441
-100% -$469K ﹤0.01% 156
2023
Q1 		$469K Buy
+4,442
New +$468K 0.26% 34

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goodman Advisory Group's TBLL Position: Q3 2023 in Review

Goodman Advisory Group sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2023, closing a stake of 1 share — an estimated $105 sold.

Goodman Advisory Group first reported a position in TBLL in Q1 2023 and held it in 2 quarters. The position peaked at $469K in Q1 2023. 81 funds tracked by Wall St. Rank hold TBLL as of Q3 2023.

  • Goodman Advisory Group reported no remaining Invesco Short Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 1 Invesco Short Term Treasury ETF share in Q3 2023, an estimated $105.
  • Goodman Advisory Group first reported a position in Invesco Short Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Goodman Advisory Group's Invesco Short Term Treasury ETF position peaked at $469K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2023.

Based on Goodman Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.