Kovitz Investment Group Partners’s Invesco Short Term Treasury ETF TBLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
27,536
+3,329
| +14% | +$351K | 0.01% | 549 |
|
|
2025
Q1 | $2.55M | Buy |
24,207
+11,480
| +90% | +$1.21M | 0.01% | 533 |
|
|
2024
Q4 | $1.34M | Sell |
12,727
-8,847
| -41% | -$934K | 0.01% | 650 |
|
|
2024
Q3 | $2.28M | Sell |
21,574
-18,211
| -46% | -$1.92M | 0.02% | 473 |
|
|
2024
Q2 | $4.2M | Buy |
39,785
+5,217
| +15% | +$550K | 0.04% | 311 |
|
|
2024
Q1 | $3.65M | Buy |
+34,568
| New | +$3.65M | 0.05% | 238 |
|