Sandbox Financial Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Sandbox Financial Partners’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-80,049	Closed	-$3.8M	–	125
2025 Q3	$3.8M	Buy	80,049 +6,956	+10%	+$327K	1.09%	20
2025 Q2	$3.43M	Buy	73,093 +2,013	+3%	+$93.3K	1.08%	20
2025 Q1	$3.34M	Buy	71,080 +1,106	+2%	+$51.6K	1.18%	21
2024 Q4	$3.25M	Buy	69,974 +6,305	+10%	+$297K	1.08%	19
2024 Q3	$3.08M	Buy	63,669 +4,111	+7%	+$196K	1.09%	20
2024 Q2	$2.76M	Buy	59,558 +2,510	+4%	+$116K	1.06%	22
2024 Q1	$2.67M	Buy	+57,048	New	+$2.67M	1.12%	19

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sandbox Financial Partners's GTO Position: Q4 2025 in Review

Sandbox Financial Partners sold out of Invesco Total Return Bond ETF (GTO) in Q4 2025, closing a stake of 80,049 shares — an estimated $3.8M sold.

Sandbox Financial Partners first reported a position in GTO in Q1 2024 and held it in 7 quarters. The position peaked at $3.8M in Q3 2025. 206 funds tracked by Wall St. Rank hold GTO as of Q4 2025.

Sandbox Financial Partners reported no remaining Invesco Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
Sandbox Financial Partners sold 80,049 Invesco Total Return Bond ETF shares in Q4 2025, an estimated $3.8M.
Sandbox Financial Partners first reported a position in Invesco Total Return Bond ETF in Q1 2024 and held it in 7 quarters.
Sandbox Financial Partners's Invesco Total Return Bond ETF position peaked at $3.8M in Q3 2025.
206 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2025.

Based on Sandbox Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.