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Mascoma Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Mascoma Wealth Management’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
Q1 		$24.8K Sell
235
-159
-40% -$16.8K 0.01% 240
2025
Q4 		$41.6K Buy
+394
New +$41.6K 0.01% 197

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mascoma Wealth Management's TBLL Position: Q1 2026 in Review

Mascoma Wealth Management reduced its Invesco Short Term Treasury ETF (TBLL) stake by 40% in Q1 2026, selling an estimated $16.8K and leaving 235 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #240.

Mascoma Wealth Management first reported a position in TBLL in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.6K in Q4 2025. 137 funds tracked by Wall St. Rank hold TBLL as of Q1 2026.

  • Mascoma Wealth Management held 235 shares of Invesco Short Term Treasury ETF worth $24.8K as of Q1 2026.
  • Mascoma Wealth Management sold 159 Invesco Short Term Treasury ETF shares in Q1 2026, an estimated $16.8K.
  • Invesco Short Term Treasury ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #240 holding.
  • Mascoma Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Mascoma Wealth Management's Invesco Short Term Treasury ETF position peaked at $41.6K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.