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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

Other funds holding IBTI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perigon Wealth Management's IBTI Position: Q1 2023 in Review

Perigon Wealth Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q1 2023, closing a stake of 12,124 shares — an estimated $266K sold.

Perigon Wealth Management first reported a position in IBTI in Q4 2022 and held it in 1 quarter. The position peaked at $266K in Q4 2022. 38 funds tracked by Wall St. Rank hold IBTI as of Q1 2023.

  • Perigon Wealth Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 12,124 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2023, an estimated $266K.
  • Perigon Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Perigon Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $266K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2023.

Based on Perigon Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.