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Perigon Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Perigon Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
624,075
+4,285
+0.7% +$97.6K 0.22% 89
2026
Q1 		$14.2M Sell
619,790
-40,378
-6% -$931K 0.26% 82
2025
Q4 		$15.2M Buy
660,168
+19,759
+3% +$457K 0.27% 74
2025
Q3 		$14.8M Buy
640,409
+14,752
+2% +$338K 0.3% 62
2025
Q2 		$14.4M Sell
625,657
-3,758
-0.6% -$85.6K 0.34% 60
2025
Q1 		$14.5M Sell
629,415
-227,363
-27% -$5.15M 0.37% 55
2024
Q4 		$19.2M Buy
856,778
+43,599
+5% +$995K 0.47% 37
2024
Q3 		$19.1M Sell
813,179
-10,417
-1% -$241K 0.5% 33
2024
Q2 		$18.6M Sell
823,596
-10,487
-1% -$235K 0.54% 32
2024
Q1 		$19M Buy
834,083
+721,328
+640% +$16.4M 0.58% 32
2023
Q4 		$2.6M Sell
112,755
-35,666
-24% -$794K 0.08% 195
2023
Q3 		$3.27M Sell
148,421
-122,106
-45% -$2.75M 0.13% 153
2023
Q2 		$6.2M Buy
270,527
+92,180
+52% +$2.14M 0.24% 102
2023
Q1 		$4.17M Buy
178,347
+28,439
+19% +$657K 0.24% 96
2022
Q4 		$3.41M Sell
149,908
-30,471
-17% -$693K 0.21% 113
2022
Q3 		$4.11M Buy
180,379
+53,350
+42% +$1.26M 0.35% 63
2022
Q2 		$3.04M Buy
127,029
+117,968
+1,302% +$2.84M 0.25% 86
2022
Q1 		$226K Buy
9,061
+249
+3% +$6.38K 0.02% 554
2021
Q4 		$235K Sell
8,812
-6,626
-43% -$175K 0.02% 516
2021
Q3 		$410K Sell
15,438
-13,247
-46% -$355K 0.04% 347
2021
Q2 		$763K Sell
28,685
-14,007
-33% -$370K 0.07% 236
2021
Q1 		$1.12M Sell
42,692
-3,766
-8% -$101K 0.11% 166
2020
Q4 		$1.27M Buy
46,458
+22,852
+97% +$630K 0.15% 113
2020
Q3 		$660K Buy
23,606
+9,145
+63% +$256K 0.09% 176
2020
Q2 		$405K Buy
+14,461
New +$405K 0.06% 218

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Perigon Wealth Management's GOVT Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 0.69% in Q2 2026, buying an estimated $97.6K and bringing the position to 624,075 shares worth $14.2M. The position accounts for 0.22% of the portfolio, ranked #89.

Perigon Wealth Management first reported a position in GOVT in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.2M in Q4 2024. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Perigon Wealth Management held 624,075 shares of iShares US Treasury Bond ETF worth $14.2M as of Q2 2026.
  • Perigon Wealth Management bought 4,285 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $97.6K.
  • iShares US Treasury Bond ETF made up 0.22% of Perigon Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Perigon Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Perigon Wealth Management's iShares US Treasury Bond ETF position peaked at $19.2M in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.