J. M. Brown & Associates Inc.’s Invesco Short Term Treasury ETF TBLL Stock Holding History

J. M. Brown & Associates Inc.’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	$819K	Buy	+7,760	New	+$820K	0.47%	63

Other funds holding TBLL

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Clear Retirement Advice San Mateo, California $146M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

J. M. Brown & Associates Inc.'s TBLL Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Invesco Short Term Treasury ETF (TBLL) in Q2 2026: 7,760 shares worth $819K. The stake represents 0.47% of the portfolio and ranks #63 among its holdings.

37 funds tracked by Wall St. Rank hold TBLL as of Q2 2026.

J. M. Brown & Associates Inc. held 7,760 shares of Invesco Short Term Treasury ETF worth $819K as of Q2 2026.
Invesco Short Term Treasury ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Invesco Short Term Treasury ETF made up 0.47% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #63 holding.
37 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.