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Unique Wealth Strategies’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Unique Wealth Strategies’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
2025
Q3 		– Sell
-18,074
Closed -$596K – 249
2025
Q2 		$596K Buy
+18,074
New +$1.91M 0.25% 111

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
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Unique Wealth Strategies's TBLL Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2025, closing a stake of 18,074 shares — an estimated $596K sold.

Unique Wealth Strategies first reported a position in TBLL in Q2 2025 and held it in 1 quarter. The position peaked at $596K in Q2 2025. 117 funds tracked by Wall St. Rank hold TBLL as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Invesco Short Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 18,074 Invesco Short Term Treasury ETF shares in Q3 2025, an estimated $596K.
  • Unique Wealth Strategies first reported a position in Invesco Short Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Unique Wealth Strategies's Invesco Short Term Treasury ETF position peaked at $596K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.