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Perigon Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Perigon Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,124
Closed -$266K – 716
2022
Q4 		$266K Buy
+12,124
New +$266K 0.02% 569

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SWP
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NA
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RJFSA
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PAS
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MLA
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Thrivent Financial for Lutherans
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return