Core Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Skyworks Solutions (SWKS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Boeing Company (BA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Ametek (AME)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
Neuberger Berman Group
Global Assets Advisory
Equity Investment Corp Acquisition
AE Wealth Management
Captrust Financial Advisors
UBS Group
GM Advisory
Raymond James & Associates
HPM Partners
Advisor Group Holdings
ESG Planning
NorthRock Partners
Jpmorgan Chase & Co
Advisors Capital Management

View all funds holding Ishares 0-3 Month Treasury Bd Etf