Perigon Wealth Management
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Perigon Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Perigon Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.59M Buy
31,055
+14,597
+89% +$758K 0.02% 459
2026
Q2 		$863K Buy
16,458
+70
+0.4% +$3.67K 0.01% 647
2026
Q1 		$861K Sell
16,388
-2,624
-14% -$139K 0.02% 581
2025
Q4 		$1.01M Buy
19,012
+440
+2% +$23.3K 0.02% 544
2025
Q3 		$985K Sell
18,572
-223
-1% -$11.8K 0.02% 514
2025
Q2 		$992K Sell
18,795
-1,115
-6% -$58.3K 0.02% 470
2025
Q1 		$1.04M Sell
19,910
-1,439
-7% -$74.8K 0.03% 439
2024
Q4 		$1.11M Sell
21,349
-4,940
-19% -$257K 0.03% 427
2024
Q3 		$1.38M Sell
26,289
-371
-1% -$19.3K 0.04% 357
2024
Q2 		$1.37M Sell
26,660
-682
-2% -$34.8K 0.04% 306
2024
Q1 		$1.4M Buy
27,342
+3,956
+17% +$202K 0.04% 300
2023
Q4 		$1.2M Sell
23,386
-678
-3% -$34K 0.04% 304
2023
Q3 		$1.2M Buy
24,064
+3,244
+16% +$162K 0.05% 280
2023
Q2 		$1.04M Buy
20,820
+3,124
+18% +$157K 0.04% 312
2023
Q1 		$894K Buy
17,696
+69
+0.4% +$3.46K 0.05% 291
2022
Q4 		$878K Buy
17,627
+7,852
+80% +$389K 0.05% 292
2022
Q3 		$482K Sell
9,775
-243
-2% -$12.3K 0.04% 337
2022
Q2 		$506K Sell
10,018
-1,760
-15% -$89.6K 0.04% 329
2022
Q1 		$609K Buy
11,778
+692
+6% +$36.5K 0.04% 316
2021
Q4 		$597K Sell
11,086
-11,453
-51% -$620K 0.04% 303
2021
Q3 		$1.23M Buy
22,539
+2,809
+14% +$154K 0.11% 176
2021
Q2 		$1.08M Buy
19,730
+1,575
+9% +$86.3K 0.1% 184
2021
Q1 		$993K Sell
18,155
-1,159
-6% -$63.6K 0.1% 186
2020
Q4 		$1.07M Buy
+19,314
New +$1.06M 0.12% 140
2016
Q4 		– Sell
-192
Closed -$10K – 730
2016
Q3 		$10K Hold
192
– – ﹤0.01% 476
2016
Q2 		$10K Buy
+192
New +$10.1K ﹤0.01% 372

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Parkside Investments
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Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stockman Wealth Management
Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Perigon Wealth Management's IGSB Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 89% in Q3 2026, buying an estimated $758K and bringing the position to 31,055 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #459.

Perigon Wealth Management first reported a position in IGSB in Q2 2016 and has held it in 26 quarters since. 389 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Perigon Wealth Management held 31,055 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.59M as of Q3 2026.
  • Perigon Wealth Management bought 14,597 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $758K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #459 holding.
  • Perigon Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 26 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.