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Perigon Wealth Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Perigon Wealth Management’s Portfolio OBIL Stock Details OBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,240
Closed -$211K – 1019
2024
Q2 		$211K Sell
4,240
-3,510
-45% -$175K 0.01% 798
2024
Q1 		$387K Sell
7,750
-1,850
-19% -$92.4K 0.01% 603
2023
Q4 		$479K Buy
9,600
+310
+3% +$15.5K 0.02% 510
2023
Q3 		$464K Hold
9,290
– – 0.02% 461
2023
Q2 		$464K Buy
9,290
+1,290
+16% +$64.5K 0.02% 474
2023
Q1 		$403K Buy
+8,000
New +$401K 0.02% 446

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Perigon Wealth Management's OBIL Position: Q3 2024 in Review

Perigon Wealth Management sold out of US Treasury 12 Month Bill ETF (OBIL) in Q3 2024, closing a stake of 4,240 shares — an estimated $211K sold.

Perigon Wealth Management first reported a position in OBIL in Q1 2023 and held it in 6 quarters. The position peaked at $479K in Q4 2023. 52 funds tracked by Wall St. Rank hold OBIL as of Q3 2024.

  • Perigon Wealth Management reported no remaining US Treasury 12 Month Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 4,240 US Treasury 12 Month Bill ETF shares in Q3 2024, an estimated $211K.
  • Perigon Wealth Management first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and held it in 6 quarters.
  • Perigon Wealth Management's US Treasury 12 Month Bill ETF position peaked at $479K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.