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

Principal Securities’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
-811
Closed -$85.7K – 3274
2025
Q3 		$85.7K Sell
811
-25
-3% -$2.64K ﹤0.01% 1665
2025
Q2 		$88.2K Sell
836
-217
-21% -$22.9K ﹤0.01% 1599
2025
Q1 		$111K Hold
1,053
– – ﹤0.01% 1392
2024
Q4 		$111K Sell
1,053
-1,240
-54% -$131K ﹤0.01% 1392
2024
Q3 		$242K Hold
2,293
– – 0.01% 1022
2024
Q2 		$242K Sell
2,293
-343
-13% -$36.2K 0.01% 969
2024
Q1 		$278K Buy
2,636
+2,532
+2,435% +$267K 0.01% 889
2023
Q4 		$11K Buy
+104
New +$11K ﹤0.01% 2196

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $21.3B AUM 22.13% 1-Year Est. Return

Principal Securities's TBLL Position: Q4 2025 in Review

Principal Securities sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2025, closing a stake of 811 shares — an estimated $85.7K sold.

Principal Securities first reported a position in TBLL in Q4 2023 and held it in 8 quarters. The position peaked at $278K in Q1 2024. 125 funds tracked by Wall St. Rank hold TBLL as of Q4 2025.

  • Principal Securities reported no remaining Invesco Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 811 Invesco Short Term Treasury ETF shares in Q4 2025, an estimated $85.7K.
  • Principal Securities first reported a position in Invesco Short Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco Short Term Treasury ETF position peaked at $278K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.