TLA
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Tanglewood Legacy Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Tanglewood Legacy Advisors’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
2024
Q4 		– Sell
-473
Closed -$50K – 304
2024
Q3 		$50K Hold
473
– – 0.02% 164
2024
Q2 		$49.9K Hold
473
– – 0.02% 160
2024
Q1 		$49.9K Hold
473
– – 0.02% 163
2023
Q4 		$50K Hold
473
– – 0.03% 156
2023
Q3 		$49.9K Hold
473
– – 0.03% 156
2023
Q2 		$49.9K Hold
473
– – 0.03% 161
2023
Q1 		$49.9K Hold
473
– – 0.03% 152
2022
Q4 		$49.8K Buy
+473
New +$49.8K 0.04% 131

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tanglewood Legacy Advisors's TBLL Position: Q4 2024 in Review

Tanglewood Legacy Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2024, closing a stake of 473 shares — an estimated $50K sold.

Tanglewood Legacy Advisors first reported a position in TBLL in Q4 2022 and held it in 8 quarters. The position peaked at $50K in Q3 2024. 110 funds tracked by Wall St. Rank hold TBLL as of Q4 2024.

  • Tanglewood Legacy Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 473 Invesco Short Term Treasury ETF shares in Q4 2024, an estimated $50K.
  • Tanglewood Legacy Advisors first reported a position in Invesco Short Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Tanglewood Legacy Advisors's Invesco Short Term Treasury ETF position peaked at $50K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.