Gradient Investments’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-55	Closed	-$5.8K	–	1171
2024 Q2	$5.8K	Hold	55	–	–	﹤0.01%	837
2024 Q1	$5.8K	Sell	55 -61	-53%	-$6.44K	﹤0.01%	704
2023 Q4	$12.3K	Buy	116 +55	+90%	+$5.81K	﹤0.01%	802
2023 Q3	$6.44K	Hold	61	–	–	﹤0.01%	892
2023 Q2	$6.43K	Hold	61	–	–	﹤0.01%	898
2023 Q1	$6.44K	Hold	61	–	–	﹤0.01%	898
2022 Q4	$6.43K	Hold	61	–	–	﹤0.01%	887
2022 Q3	$6K	Hold	61	–	–	﹤0.01%	930
2022 Q2	$6K	Hold	61	–	–	﹤0.01%	878
2022 Q1	$6K	Hold	61	–	–	﹤0.01%	870
2021 Q4	$6K	Hold	61	–	–	﹤0.01%	910
2021 Q3	$6K	Hold	61	–	–	﹤0.01%	862
2021 Q2	$6K	Hold	61	–	–	﹤0.01%	857
2021 Q1	$6K	Buy	+61	New	+$6.45K	﹤0.01%	861

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Gradient Investments's TBLL Position: Q3 2024 in Review

Gradient Investments sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2024, closing a stake of 55 shares — an estimated $5.8K sold.

Gradient Investments first reported a position in TBLL in Q1 2021 and held it in 14 quarters. The position peaked at $12.3K in Q4 2023. 114 funds tracked by Wall St. Rank hold TBLL as of Q3 2024.

Gradient Investments reported no remaining Invesco Short Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 55 Invesco Short Term Treasury ETF shares in Q3 2024, an estimated $5.8K.
Gradient Investments first reported a position in Invesco Short Term Treasury ETF in Q1 2021 and held it in 14 quarters.
Gradient Investments's Invesco Short Term Treasury ETF position peaked at $12.3K in Q4 2023.
114 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.