Principal Financial Group
TBLL icon

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

Principal Financial Group’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
2021
Q4 		– Sell
-11,261
Closed -$1.19M – 2627
2021
Q3 		$1.19M Sell
11,261
-2,596
-19% -$274K ﹤0.01% 1972
2021
Q2 		$1.46M Sell
13,857
-537
-4% -$56.8K ﹤0.01% 1971
2021
Q1 		$1.52M Sell
14,394
-1,350
-9% -$143K ﹤0.01% 1909
2020
Q4 		$1.66M Buy
15,744
+121
+0.8% +$12.8K ﹤0.01% 1836
2020
Q3 		$1.65M Buy
15,623
+1,435
+10% +$152K ﹤0.01% 1770
2020
Q2 		$1.5M Buy
14,188
+2,381
+20% +$252K ﹤0.01% 1751
2020
Q1 		$1.25M Buy
11,807
+2,555
+28% +$270K ﹤0.01% 1704
2019
Q4 		$976K Buy
9,252
+1,749
+23% +$185K ﹤0.01% 1835
2019
Q3 		$792K Buy
7,503
+1,693
+29% +$179K ﹤0.01% 1862
2019
Q2 		$614K Buy
5,810
+675
+13% +$71.3K ﹤0.01% 1920
2019
Q1 		$542K Buy
5,135
+1,171
+30% +$124K ﹤0.01% 1917
2018
Q4 		$418K Buy
+3,964
New +$418K ﹤0.01% 1957

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Principal Financial Group's TBLL Position: Q4 2021 in Review

Principal Financial Group sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2021, closing a stake of 11,261 shares — an estimated $1.19M sold.

Principal Financial Group first reported a position in TBLL in Q4 2018 and held it in 12 quarters. The position peaked at $1.66M in Q4 2020. 38 funds tracked by Wall St. Rank hold TBLL as of Q4 2021.

  • Principal Financial Group reported no remaining Invesco Short Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 11,261 Invesco Short Term Treasury ETF shares in Q4 2021, an estimated $1.19M.
  • Principal Financial Group first reported a position in Invesco Short Term Treasury ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's Invesco Short Term Treasury ETF position peaked at $1.66M in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.