SMI Advisory Services’s Invesco Short Term Treasury ETF TBLL Stock Holding History

SMI Advisory Services’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 Q3	–	Sell	-1,960	Closed	-$207K	–	60
2025 Q2	$207K	Buy	+1,960	New	+$207K	0.04%	48
2023 Q4	–	Sell	-9,786	Closed	-$1.03M	–	64
2023 Q3	$1.03M	Buy	+9,786	New	+$1.03M	0.38%	21

Other funds holding TBLL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SMI Advisory Services's TBLL Position: Q3 2025 in Review

SMI Advisory Services sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2025, closing a stake of 1,960 shares — an estimated $207K sold.

SMI Advisory Services first reported a position in TBLL in Q3 2023 and held it in 2 quarters. The position peaked at $1.03M in Q3 2023. 117 funds tracked by Wall St. Rank hold TBLL as of Q3 2025.

SMI Advisory Services reported no remaining Invesco Short Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
SMI Advisory Services sold 1,960 Invesco Short Term Treasury ETF shares in Q3 2025, an estimated $207K.
SMI Advisory Services first reported a position in Invesco Short Term Treasury ETF in Q3 2023 and held it in 2 quarters.
SMI Advisory Services's Invesco Short Term Treasury ETF position peaked at $1.03M in Q3 2023.
117 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2025.

Based on SMI Advisory Services's 13F filing for Q3 2025, filed 6 Oct 2025.