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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
Q3 		$173K Buy
1,642
+789
+92% +$83.4K 0.03% 109
2026
Q2 		$90.1K Buy
853
+618
+263% +$65.3K 0.02% 144
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Clear Retirement Advice
Clear Retirement Advice San Mateo, California $149M AUM 10.26% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
May Barnhard Investments
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Mascoma Wealth Management's TBLL Position: Q3 2026 in Review

Mascoma Wealth Management increased its Invesco Short Term Treasury ETF (TBLL) stake by 92% in Q3 2026, buying an estimated $83.4K and bringing the position to 1,642 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #109.

Mascoma Wealth Management first reported a position in TBLL in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold TBLL as of Q3 2026.

  • Mascoma Wealth Management held 1,642 shares of Invesco Short Term Treasury ETF worth $173K as of Q3 2026.
  • Mascoma Wealth Management bought 789 Invesco Short Term Treasury ETF shares in Q3 2026, an estimated $83.4K.
  • Invesco Short Term Treasury ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Mascoma Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.