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Invesco Short Term Treasury (TBLL)

CUSIP: 46138G888 | NYSE | 325 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

AWM Capital, LLC850,552
6.3% of portfolio›$89.8M
CPR Investments Inc.376,557
29.6% of portfolio›$39.7M
Brookstone Capital Management323,560
0.3% of portfolio›$34.2M
Commonwealth Equity Services, LLC207,638
0.0% of portfolio›$21.9M
Convergence Financial, LLC191,625
2.8% of portfolio›$20.2M
First Command Advisory Services, Inc.147,416
0.1% of portfolio›$15.6M
WBI Investments, LLC145,548
4.0% of portfolio›$15.4M
Wealthcare Advisory Partners LLC140,211
0.3% of portfolio›$14.8M
Clear Retirement Advice LLC125,697
8.9% of portfolio›$13.3M
One Day In July LLC115,827
0.8% of portfolio›$12.2M
First Horizon Corp95,846
0.4% of portfolio›$10.1M
Power Wealth Management LLC84,877
3.0% of portfolio›$9.0M
Matauro, LLC80,025
1.0% of portfolio›$8.4M
Quaker Wealth Management, LLC71,699
2.2% of portfolio›$7.6M
Old Port Advisors56,178
1.2% of portfolio›$5.9M
EdgeRock Capital LLC39,802
0.9% of portfolio›$4.2M
Sunrise Financial Services, LLC37,539
2.2% of portfolio›$4.0M
Wealth Enhancement Advisory Services, LLC20,440
0.0% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.19,643
0.0% of portfolio›$2.1M
D.A. Davidson & Co.19,332
0.0% of portfolio›$2.0M
Truist Financial Corp18,976
0.0% of portfolio›$2.0M
Barton Investment Management18,959
0.2% of portfolio›$2.0M
Bulwark Capital Corp18,524
1.0% of portfolio›$2.0M
Kestra Advisory Services, LLC17,999
0.0% of portfolio›$1.9M
StoneX Group Inc.12,939
0.0% of portfolio›$1.4M
Core Wealth Partners LLC12,823
0.6% of portfolio›$1.4M
Councilor Wealth, LLC11,226
0.5% of portfolio›$1.2M
Transce3nd, LLC6,765
0.7% of portfolio›$713.4K
Watchman Group, Inc.6,701
0.2% of portfolio›$707.4K
Golden State Wealth Management, LLC6,436
0.1% of portfolio›$679.4K
Prime Capital Investment Advisors, LLC5,497
0.0% of portfolio›$580.3K
Orin Green Financial, LLC5,141
0.2% of portfolio›$542.7K
PFG Advisors4,620
0.0% of portfolio›$487.7K
Spartan Planning & Wealth Management4,187
0.3% of portfolio›$442.0K
Caldwell Trust Co3,929
0.0% of portfolio›$414.7K
Northbridge Financial Group, LLC3,606
0.1% of portfolio›$381.0K
ACT Advisors, Llc.3,599
0.1% of portfolio›$379.9K
US Bancorp \de\3,476
0.0% of portfolio›$366.9K
Anson Capital, Inc.2,795
0.2% of portfolio›$295.0K
CWA Asset Management Group, LLC2,602
0.0% of portfolio›$274.7K
Crumly & Associates Inc.2,486
0.0% of portfolio›$262.4K
Whalen Wealth Management Inc.2,459
0.1% of portfolio›$259.6K
Stableford Capital II LLC2,048
0.1% of portfolio›$216.2K
Vise Technologies, Inc.2,017
0.0% of portfolio›$212.9K
Robinson Value Management, Ltd.1,652
0.1% of portfolio›$174.4K
Mascoma Wealth Management LLC1,642
0.0% of portfolio›$173.3K
Private Trust Co NA710
0.0% of portfolio›$74.9K
Wealth Enhancement Trust Services, Inc.287
0.0% of portfolio›$30.3K
Fifth Third Bancorp134
0.0% of portfolio›$14.1K
Farther Finance Advisors, LLC82
0.0% of portfolio›$8.7K
IFP Advisors, Inc68
0.0% of portfolio›$7.2K
UMB Private Wealth Management, LLC57
0.0% of portfolio›$6.0K
Ascentis Independent Advisors50
0.0% of portfolio›$5.3K
Lanark Financial, Inc.37
0.0% of portfolio›$3.9K
Signaturefd, LLC2
0.0% of portfolio›$180
StyleTurnoverLocationFiled
AWM Capital, LLC
850,552$89.8M6.3%ETFLowPhoenix, AZ2026-10-16
CPR Investments Inc.
376,557$39.7M29.6%ETFHighRochester, MI2026-10-26
Brookstone Capital Management
323,560$34.2M0.3%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
207,638$21.9M0.0%ETFLowWaltham, MA2026-11-02
Convergence Financial, LLC
191,625$20.2M2.8%ETFMediumColumbia, MO2026-10-27
First Command Advisory Services, Inc.
147,416$15.6M0.1%IndexLowFort Worth, TX2026-11-05
WBI Investments, LLC
145,548$15.4M4.0%ValueVery HighRed Bank, NJ2026-11-05
Wealthcare Advisory Partners LLC
140,211$14.8M0.3%ETFLowWest Chester, PA2026-10-21
Clear Retirement Advice LLC
125,697$13.3M8.9%ETFVery LowSan Mateo, CA2026-10-22
One Day In July LLC
115,827$12.2M0.8%ETFVery LowBurlington, VT2026-10-30
First Horizon Corp
95,846$10.1M0.4%CoreLowMemphis, TN2026-10-26
Power Wealth Management LLC
84,877$9.0M3.0%ETFLowAlpharetta, GA2026-10-27
Matauro, LLC
80,025$8.4M1.0%ETFLowNew York, NY2026-11-03
Quaker Wealth Management, LLC
71,699$7.6M2.2%ETFMediumMoorestown, NJ2026-10-22
Old Port Advisors
56,178$5.9M1.2%GARPLowPortland, ME2026-10-23
EdgeRock Capital LLC
39,802$4.2M0.9%ETFLowDenver, CO2026-11-03
Sunrise Financial Services, LLC
37,539$4.0M2.2%ETFMediumBurien, WA2026-10-21
Wealth Enhancement Advisory Services, LLC
20,440$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
19,643$2.1M0.0%ETFLowFairfield, IA2026-11-02
D.A. Davidson & Co.
19,332$2.0M0.0%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
18,976$2.0M0.0%CoreLowCharlotte, NC2026-10-30
Barton Investment Management
18,959$2.0M0.2%GrowthVery LowWest Conshohocken, PA2026-10-27
Bulwark Capital Corp
18,524$2.0M1.0%ETFMediumFernandina Beach, FL2026-10-13
Kestra Advisory Services, LLC
17,999$1.9M0.0%CoreLowAustin, TX2026-11-02
StoneX Group Inc.
12,939$1.4M0.0%ETFMediumNew York, NY2026-11-03
Core Wealth Partners LLC
12,823$1.4M0.6%GrowthLowSanta Rosa, CA2026-11-02
Councilor Wealth, LLC
11,226$1.2M0.5%ETFLowBethesda, MD2026-10-09
Transce3nd, LLC
6,765$713.4K0.7%GrowthLowBuda, TX2026-10-26
Watchman Group, Inc.
6,701$707.4K0.2%ETFLowPlano, TX2026-10-16
Golden State Wealth Management, LLC
6,436$679.4K0.1%ETFMediumSanta Ana, CA2026-11-02
Prime Capital Investment Advisors, LLC
5,497$580.3K0.0%ETFLowOverland Park, KS2026-10-20
Orin Green Financial, LLC
5,141$542.7K0.2%ETFVery LowSan Diego, CA2026-10-19
PFG Advisors
4,620$487.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Spartan Planning & Wealth Management
4,187$442.0K0.3%GrowthHighGreensboro, NC2026-10-13
Caldwell Trust Co
3,929$414.7K0.0%GrowthLowVenice, FL2026-10-30
Northbridge Financial Group, LLC
3,606$381.0K0.1%GrowthLowTampa, FL2026-11-05
ACT Advisors, Llc.
3,599$379.9K0.1%ETFMediumAsheville, NC2026-10-15
US Bancorp \de\
3,476$366.9K0.0%IndexLowMinneapolis, MN2026-11-05
Anson Capital, Inc.
2,795$295.0K0.2%ETFLowTyrone, GA2026-10-23
CWA Asset Management Group, LLC
2,602$274.7K0.0%CoreMediumNaples, FL2026-10-19
Crumly & Associates Inc.
2,486$262.4K0.0%ETFMediumSpringfield, IL2026-10-07
Whalen Wealth Management Inc.
2,459$259.6K0.1%GrowthHighLas Vegas, NV2026-10-08
Stableford Capital II LLC
2,048$216.2K0.1%CoreHighScottsdale, AZ2026-10-09
Vise Technologies, Inc.
2,017$212.9K0.0%IndexLowNew York, NY2026-10-29
Robinson Value Management, Ltd.
1,652$174.4K0.1%YieldHighSan Antonio, TX2026-10-20
Mascoma Wealth Management LLC
1,642$173.3K0.0%ETFVery LowHanover, NH2026-10-23
Private Trust Co NA
710$74.9K0.0%CoreLowCleveland, OH2026-10-20
Wealth Enhancement Trust Services, Inc.
287$30.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Fifth Third Bancorp
134$14.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
82$8.7K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
68$7.2K0.0%GrowthLowTampa, FL2026-10-16
UMB Private Wealth Management, LLC
57$6.0K0.0%GrowthN/AKansas City, MO2026-10-19
Ascentis Independent Advisors
50$5.3K0.0%ETFLowDallas, TX2026-11-03
Lanark Financial, Inc.
37$3.9K0.0%CoreMediumBirmingham, AL2026-10-26
Signaturefd, LLC
2$1800.0%IndexLowAtlanta, GA2026-10-23