PWM
IBTF

Perigon Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Perigon Wealth Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,301
Closed -$266K – 793
2023
Q1 		$266K Buy
+11,301
New +$264K 0.02% 579

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Perigon Wealth Management's IBTF Position: Q2 2023 in Review

Perigon Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2023, closing a stake of 11,301 shares — an estimated $266K sold.

Perigon Wealth Management first reported a position in IBTF in Q1 2023 and held it in 1 quarter. The position peaked at $266K in Q1 2023. 162 funds tracked by Wall St. Rank hold IBTF as of Q2 2023.

  • Perigon Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 11,301 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2023, an estimated $266K.
  • Perigon Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Perigon Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $266K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2023.

Based on Perigon Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.