United Capital Financial Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
16,442
+4,889
| +42% | +$516K | 0.01% | 468 |
|
|
2025
Q1 | $1.22M | Sell |
11,553
-2,200
| -16% | -$232K | 0.01% | 523 |
|
|
2024
Q4 | $1.45M | Sell |
13,753
-4,923
| -26% | -$520K | 0.01% | 480 |
|
|
2024
Q3 | $1.97M | Sell |
18,676
-1,079
| -5% | -$114K | 0.02% | 422 |
|
|
2024
Q2 | $2.08M | Sell |
19,755
-4,891
| -20% | -$516K | 0.02% | 394 |
|
|
2024
Q1 | $2.6M | Sell |
24,646
-1,501
| -6% | -$158K | 0.02% | 379 |
|
|
2023
Q4 | $2.76M | Buy |
26,147
+8,020
| +44% | +$847K | 0.02% | 367 |
|
|
2023
Q3 | $1.91M | Buy |
18,127
+7,623
| +73% | +$804K | 0.01% | 429 |
|
|
2023
Q2 | $1.11M | Buy |
10,504
+8,265
| +369% | +$872K | 0.01% | 530 |
|
|
2023
Q1 | $236K | Sell |
2,239
-10
| -0.4% | -$1.06K | ﹤0.01% | 883 |
|
|
2022
Q4 | $237K | Buy |
+2,249
| New | +$237K | ﹤0.01% | 940 |
|