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

Win 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
2025
Q1 		– Sell
-28,801
Closed -$3.04M – 80
2024
Q4 		$3.04M Buy
+28,801
New +$3.04M 1.47% 19
2024
Q3 		– Sell
-25,985
Closed -$2.74M – 83
2024
Q2 		$2.74M Buy
+25,985
New +$2.74M 1.22% 24
2023
Q4 		– Sell
-14,383
Closed -$1.52M – 85
2023
Q3 		$1.52M Buy
+14,383
New +$1.52M 0.74% 25

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Win Advisors's TBLL Position: Q1 2025 in Review

Win Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q1 2025, closing a stake of 28,801 shares — an estimated $3.04M sold.

Win Advisors first reported a position in TBLL in Q3 2023 and held it in 3 quarters. The position peaked at $3.04M in Q4 2024. 116 funds tracked by Wall St. Rank hold TBLL as of Q1 2025.

  • Win Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Win Advisors sold 28,801 Invesco Short Term Treasury ETF shares in Q1 2025, an estimated $3.04M.
  • Win Advisors first reported a position in Invesco Short Term Treasury ETF in Q3 2023 and held it in 3 quarters.
  • Win Advisors's Invesco Short Term Treasury ETF position peaked at $3.04M in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q1 2025.

Based on Win Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.