Kovitz Investment Group Partners’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-10,829	Closed	-$1.14M	–	1228
2025 Q3	$1.14M	Sell	10,829 -16,707	-61%	-$1.76M	﹤0.01%	811
2025 Q2	$2.91M	Buy	27,536 +3,329	+14%	+$352K	0.01%	550
2025 Q1	$2.55M	Buy	24,207 +11,480	+90%	+$1.21M	0.01%	534
2024 Q4	$1.34M	Sell	12,727 -8,847	-41%	-$934K	0.01%	651
2024 Q3	$2.28M	Sell	21,574 -18,211	-46%	-$1.92M	0.02%	475
2024 Q2	$4.2M	Buy	39,785 +5,217	+15%	+$551K	0.04%	311
2024 Q1	$3.65M	Buy	+34,568	New	+$3.65M	0.05%	239

Other funds holding TBLL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kovitz Investment Group Partners's TBLL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2025, closing a stake of 10,829 shares — an estimated $1.14M sold.

Kovitz Investment Group Partners first reported a position in TBLL in Q1 2024 and held it in 7 quarters. The position peaked at $4.2M in Q2 2024. 124 funds tracked by Wall St. Rank hold TBLL as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Invesco Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,829 Invesco Short Term Treasury ETF shares in Q4 2025, an estimated $1.14M.
Kovitz Investment Group Partners first reported a position in Invesco Short Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Invesco Short Term Treasury ETF position peaked at $4.2M in Q2 2024.
124 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.