SW
TBLL icon

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

Simplicity Wealth’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
2024
Q4 		– Sell
-4,559
Closed -$482K – 492
2024
Q3 		$482K Sell
4,559
-22
-0.5% -$2.32K 0.04% 302
2024
Q2 		$483K Buy
+4,581
New +$484K 0.01% 774

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Wealth's TBLL Position: Q4 2024 in Review

Simplicity Wealth sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2024, closing a stake of 4,559 shares — an estimated $482K sold.

Simplicity Wealth first reported a position in TBLL in Q2 2024 and held it in 2 quarters. The position peaked at $483K in Q2 2024. 110 funds tracked by Wall St. Rank hold TBLL as of Q4 2024.

  • Simplicity Wealth reported no remaining Invesco Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,559 Invesco Short Term Treasury ETF shares in Q4 2024, an estimated $482K.
  • Simplicity Wealth first reported a position in Invesco Short Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Simplicity Wealth's Invesco Short Term Treasury ETF position peaked at $483K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.