Intrua Financial’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Intrua Financial’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 Q4	–	Sell	-10,799	Closed	-$1.14M	–	415
2023 Q3	$1.14M	Sell	10,799 -479	-4%	-$50.6K	0.19%	108
2023 Q2	$1.19M	Sell	11,278 -830	-7%	-$87.6K	0.2%	104
2023 Q1	$1.28M	Sell	12,108 -167	-1%	-$17.6K	0.27%	93
2022 Q4	$1.3M	Buy	12,275 +122	+1%	+$12.9K	0.3%	81
2022 Q3	$1.28M	Buy	+12,153	New	+$1.28M	0.34%	61

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BCM

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

Intrua Financial's TBLL Position: Q4 2023 in Review

Intrua Financial sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2023, closing a stake of 10,799 shares — an estimated $1.14M sold.

Intrua Financial first reported a position in TBLL in Q3 2022 and held it in 5 quarters. The position peaked at $1.3M in Q4 2022. 95 funds tracked by Wall St. Rank hold TBLL as of Q4 2023.

Intrua Financial reported no remaining Invesco Short Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Intrua Financial sold 10,799 Invesco Short Term Treasury ETF shares in Q4 2023, an estimated $1.14M.
Intrua Financial first reported a position in Invesco Short Term Treasury ETF in Q3 2022 and held it in 5 quarters.
Intrua Financial's Invesco Short Term Treasury ETF position peaked at $1.3M in Q4 2022.
95 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2023.

Based on Intrua Financial's 13F filing for Q4 2023, filed 28 May 2025.