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Harbour Investments’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Harbour Investments’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-726
Closed -$18.1K – 3095
2023
Q1 		$18.1K Hold
726
– – ﹤0.01% 1783
2022
Q4 		$17.7K Hold
726
– – ﹤0.01% 1730
2022
Q3 		$19K Hold
726
– – ﹤0.01% 1679
2022
Q2 		$19K Buy
+726
New +$18.9K ﹤0.01% 1679

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Destiny Capital Golden, Colorado $188M AUM 14.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments's PBTP Position: Q2 2023 in Review

Harbour Investments sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2023, closing a stake of 726 shares — an estimated $18.1K sold.

Harbour Investments first reported a position in PBTP in Q2 2022 and held it in 4 quarters. The position peaked at $19K in Q3 2022. 33 funds tracked by Wall St. Rank hold PBTP as of Q2 2023.

  • Harbour Investments reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • Harbour Investments sold 726 Invesco 0-5 Yr US TIPS ETF shares in Q2 2023, an estimated $18.1K.
  • Harbour Investments first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2022 and held it in 4 quarters.
  • Harbour Investments's Invesco 0-5 Yr US TIPS ETF position peaked at $19K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.