Core Wealth Partners LLC
Position in TBLL — Invesco Short Term Treasury ETF
CIK 1965078
SANTA ROSA, CA
All Filings in TBLL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TBLL | $1,601,193 | 15,170 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 TBLL | $1,992,664 | 18,861 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 TBLL | $2,200,269 | 20,828 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 TBLL | $2,220,667 | 21,041 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 TBLL | $3,245,201 | 30,750 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 TBLL | $1,867,008 | 17,680 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 TBLL | $1,964,642 | 18,594 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 TBLL | $2,120,263 | 20,103 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 TBLL | $2,217,190 | 21,022 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 TBLL | $2,454,788 | 23,245 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 TBLL | $2,698,795 | 25,581 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 TBLL | $2,703,617 | 25,634 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 TBLL | $2,868,199 | 27,179 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 TBLL | $2,745,265 | 26,061 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||