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Sound Income Strategies’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Sound Income Strategies’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-91
Closed -$2.36K – 1677
2025
Q1 		$2.36K Hold
91
– – ﹤0.01% 1205
2024
Q4 		$2.31K Hold
91
– – ﹤0.01% 1142
2024
Q3 		$2.32K Hold
91
– – ﹤0.01% 1104
2024
Q2 		$2.27K Buy
+91
New +$2.29K ﹤0.01% 1089

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sound Income Strategies's PBTP Position: Q2 2025 in Review

Sound Income Strategies sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2025, closing a stake of 91 shares — an estimated $2.36K sold.

Sound Income Strategies first reported a position in PBTP in Q2 2024 and held it in 4 quarters. The position peaked at $2.36K in Q1 2025. 31 funds tracked by Wall St. Rank hold PBTP as of Q2 2025.

  • Sound Income Strategies reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 91 Invesco 0-5 Yr US TIPS ETF shares in Q2 2025, an estimated $2.36K.
  • Sound Income Strategies first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2024 and held it in 4 quarters.
  • Sound Income Strategies's Invesco 0-5 Yr US TIPS ETF position peaked at $2.36K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.