Valeo 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 | $1.64M | Buy |
15,520
+383
| +3% | +$40.4K | 0.04% | 199 |
|
|
2025
Q1 | $1.6M | Buy |
15,137
+172
| +1% | +$18.2K | 0.04% | 189 |
|
|
2024
Q4 | $1.58M | Buy |
14,965
+91
| +0.6% | +$9.61K | 0.04% | 178 |
|
|
2024
Q3 | $1.57M | Buy |
14,874
+616
| +4% | +$65.1K | 0.04% | 189 |
|
|
2024
Q2 | $1.5M | Buy |
14,258
+365
| +3% | +$38.5K | 0.05% | 181 |
|
|
2024
Q1 | $1.46M | Buy |
13,893
+321
| +2% | +$33.8K | 0.05% | 183 |
|
|
2023
Q4 | $1.43M | Buy |
+13,572
| New | +$1.43M | 0.06% | 175 |
|
|
2023
Q3 | – | Sell |
-13,238
| Closed | -$1.4M | – | 641 |
|
|
2023
Q2 | $1.4M | Buy |
13,238
+165
| +1% | +$17.4K | 0.06% | 166 |
|
|
2023
Q1 | $1.38M | Buy |
13,073
+114
| +0.9% | +$12K | 0.07% | 178 |
|
|
2022
Q4 | $1.37M | Buy |
+12,959
| New | +$1.37M | 0.07% | 156 |
|