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Golden State Equity Partners’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-465
Closed -$49.1K – 824
2024
Q3 		$49.1K Buy
+465
New +$49.1K 0.03% 384

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Morgan Stanley
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CI
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UBS Group
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Golden State Equity Partners's TBLL Position: Q4 2024 in Review

Golden State Equity Partners sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2024, closing a stake of 465 shares — an estimated $49.1K sold.

Golden State Equity Partners first reported a position in TBLL in Q3 2024 and held it in 1 quarter. The position peaked at $49.1K in Q3 2024. 110 funds tracked by Wall St. Rank hold TBLL as of Q4 2024.

  • Golden State Equity Partners reported no remaining Invesco Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 465 Invesco Short Term Treasury ETF shares in Q4 2024, an estimated $49.1K.
  • Golden State Equity Partners first reported a position in Invesco Short Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Invesco Short Term Treasury ETF position peaked at $49.1K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.