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Independent Advisor Alliance’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-7,004
Closed -$739K – 1571
2026
Q1 		$739K Buy
+7,004
New +$740K 0.01% 971
2025
Q1 		– Sell
-5,031
Closed -$531K – 1314
2024
Q4 		$531K Buy
+5,031
New +$531K 0.01% 948

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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

Independent Advisor Alliance's TBLL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Short Term Treasury ETF (TBLL) in Q2 2026, closing a stake of 7,004 shares — an estimated $739K sold.

Independent Advisor Alliance first reported a position in TBLL in Q4 2024 and held it in 2 quarters. The position peaked at $739K in Q1 2026. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,004 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $739K.
  • Independent Advisor Alliance first reported a position in Invesco Short Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Short Term Treasury ETF position peaked at $739K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.