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West Financial Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

West Financial 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
2022
Q1 		– Sell
-190
Closed -$20K – 196
2021
Q4 		$20K Buy
+190
New +$20.1K 0.01% 137

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return
TIAM2
Tru Independence Asset Management 2 Portland, Oregon $163M AUM 18.06% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

West Financial Advisors's TBLL Position: Q1 2022 in Review

West Financial Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2022, closing a stake of 190 shares — an estimated $20K sold.

West Financial Advisors first reported a position in TBLL in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 36 funds tracked by Wall St. Rank hold TBLL as of Q1 2022.

  • West Financial Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • West Financial Advisors sold 190 Invesco Short Term Treasury ETF shares in Q1 2022, an estimated $20K.
  • West Financial Advisors first reported a position in Invesco Short Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • West Financial Advisors's Invesco Short Term Treasury ETF position peaked at $20K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.