Whalen Wealth Management’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 | $268K | Sell |
2,544
-2,363
| -48% | -$249K | 0.17% | 153 |
|
|
2025
Q1 | $518K | Hold |
4,907
| – | – | 0.35% | 59 |
|
|
2024
Q4 | $518K | Hold |
4,907
| – | – | 0.36% | 57 |
|
|
2024
Q3 | $518K | Hold |
4,907
| – | – | 0.37% | 60 |
|
|
2024
Q2 | $518K | Sell |
4,907
-145
| -3% | -$15.3K | 0.41% | 52 |
|
|
2024
Q1 | $533K | Buy |
+5,052
| New | +$533K | 0.39% | 44 |
|