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

Spire 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 		– Sell
-441
Closed -$46.5K – 2372
2026
Q1 		$46.5K Buy
441
+216
+96% +$22.8K ﹤0.01% 1187
2025
Q4 		$23.8K Buy
225
+213
+1,775% +$22.5K ﹤0.01% 1420
2025
Q3 		$1.27K Sell
12
-26
-68% -$2.75K ﹤0.01% 2230
2025
Q2 		$4.01K Buy
+38
New +$4.01K ﹤0.01% 2012
2025
Q1 		– Sell
-39
Closed -$4.12K – 2573
2024
Q4 		$4.12K Sell
39
-3
-7% -$317 ﹤0.01% 2097
2024
Q3 		$4.44K Buy
+42
New +$4.44K ﹤0.01% 1847

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

Spire Wealth Management's TBLL Position: Q2 2026 in Review

Spire Wealth Management sold out of Invesco Short Term Treasury ETF (TBLL) in Q2 2026, closing a stake of 441 shares — an estimated $46.5K sold.

Spire Wealth Management first reported a position in TBLL in Q3 2024 and held it in 6 quarters. The position peaked at $46.5K in Q1 2026. 136 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

  • Spire Wealth Management reported no remaining Invesco Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 441 Invesco Short Term Treasury ETF shares in Q2 2026, an estimated $46.5K.
  • Spire Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q3 2024 and held it in 6 quarters.
  • Spire Wealth Management's Invesco Short Term Treasury ETF position peaked at $46.5K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.