Ropes Wealth Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-709	Closed	-$75K	–	725
2020 Q4	$75K	Hold	709	–	–	0.01%	342
2020 Q3	$75K	Hold	709	–	–	0.01%	302
2020 Q2	$75K	Buy	+709	New	+$75.1K	0.02%	280

Other funds holding TBLL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ropes Wealth Advisors's TBLL Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2021, closing a stake of 709 shares — an estimated $75K sold.

Ropes Wealth Advisors first reported a position in TBLL in Q2 2020 and held it in 3 quarters. The position peaked at $75K in Q4 2020. 42 funds tracked by Wall St. Rank hold TBLL as of Q1 2021.

Ropes Wealth Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 709 Invesco Short Term Treasury ETF shares in Q1 2021, an estimated $75K.
Ropes Wealth Advisors first reported a position in Invesco Short Term Treasury ETF in Q2 2020 and held it in 3 quarters.
Ropes Wealth Advisors's Invesco Short Term Treasury ETF position peaked at $75K in Q4 2020.
42 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.