Ishares 0-3 Month Treasury Bd Etf shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Ishares 0-3 Month Treasury Bd Etf
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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 53k | 100.70 |
| 2025-06-30 | $4.8M | 48k | 100.69 |
| 2025-03-31 | $4.6M | 45k | 100.67 |
| 2024-12-31 | $4.6M | 46k | 100.32 |
| 2024-09-30 | $3.3M | 33k | 100.72 |
| 2024-03-31 | $3.1M | 31k | 100.71 |
| 2023-12-31 | $3.4M | 34k | 100.27 |
| 2023-09-30 | $3.7M | 36k | 100.67 |
| 2023-06-30 | $4.0M | 39k | 100.63 |
| 2023-03-31 | $4.2M | 41k | 100.58 |
| 2022-12-31 | $4.5M | 46k | 98.97 |
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