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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
Q2 		$3.81M Sell
36,084
-33,877
-48% -$3.58M 2.54% 10
2026
Q1 		$7.38M Buy
+69,961
New +$7.39M 5.46% 5

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Spartan Planning & Wealth Management's TBLL Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Invesco Short Term Treasury ETF (TBLL) stake by 48% in Q2 2026, selling an estimated $3.58M and leaving 36,084 shares worth $3.81M. The position accounts for 2.54% of the portfolio, ranked #10.

Spartan Planning & Wealth Management first reported a position in TBLL in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.38M in Q1 2026. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • Spartan Planning & Wealth Management held 36,084 shares of Invesco Short Term Treasury ETF worth $3.81M as of Q2 2026.
  • Spartan Planning & Wealth Management sold 33,877 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $3.58M.
  • Invesco Short Term Treasury ETF made up 2.54% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Spartan Planning & Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Invesco Short Term Treasury ETF position peaked at $7.38M in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.