Spartan Planning & Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Spartan Planning & Wealth Management’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
2026 Q1	$7.38M	Buy	+69,961	New	+$7.39M	5.46%	5

Other funds holding TBLL

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

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

Spartan Planning & Wealth Management's TBLL Position: Q1 2026 in Review

Spartan Planning & Wealth Management opened a new position in Invesco Short Term Treasury ETF (TBLL) in Q1 2026: 69,961 shares worth $7.38M. The stake represents 5.46% of the portfolio and ranks #5 among its holdings.

137 funds tracked by Wall St. Rank hold TBLL as of Q1 2026.

Spartan Planning & Wealth Management held 69,961 shares of Invesco Short Term Treasury ETF worth $7.38M as of Q1 2026.
Invesco Short Term Treasury ETF was a new Spartan Planning & Wealth Management position in Q1 2026.
Invesco Short Term Treasury ETF made up 5.46% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #5 holding.
137 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.