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Perigon Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Perigon Wealth Management’s Portfolio GBF Stock Details GBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-298
Closed -$38K – 702
2020
Q4 		$38K Buy
+298
New +$37.3K ﹤0.01% 825

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Perigon Wealth Management's GBF Position: Q1 2021 in Review

Perigon Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2021, closing a stake of 298 shares — an estimated $38K sold.

Perigon Wealth Management first reported a position in GBF in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 65 funds tracked by Wall St. Rank hold GBF as of Q1 2021.

  • Perigon Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 298 iShares Government/Credit Bond ETF shares in Q1 2021, an estimated $38K.
  • Perigon Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's iShares Government/Credit Bond ETF position peaked at $38K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.