Perigon Wealth Management
SHV icon

Perigon Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Perigon Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.26M Buy
11,445
+582
+5% +$64.1K 0.02% 523
2026
Q2 		$1.2M Sell
10,863
-444
-4% -$48.9K 0.02% 536
2026
Q1 		$1.25M Sell
11,307
-105
-0.9% -$11.6K 0.02% 469
2025
Q4 		$1.26M Sell
11,412
-713
-6% -$78.6K 0.02% 476
2025
Q3 		$1.34M Sell
12,125
-452
-4% -$49.9K 0.03% 434
2025
Q2 		$1.39M Sell
12,577
-69
-0.5% -$7.61K 0.03% 405
2025
Q1 		$1.4M Sell
12,646
-3,918
-24% -$432K 0.04% 375
2024
Q4 		$1.83M Sell
16,564
-5,302
-24% -$585K 0.04% 324
2024
Q3 		$2.42M Buy
21,866
+250
+1% +$27.6K 0.06% 261
2024
Q2 		$2.39M Buy
21,616
+5,430
+34% +$599K 0.07% 230
2024
Q1 		$1.79M Buy
16,186
+1,805
+13% +$199K 0.05% 266
2023
Q4 		$1.58M Buy
14,381
+5,830
+68% +$643K 0.05% 261
2023
Q3 		$945K Sell
8,551
-4,247
-33% -$468K 0.04% 321
2023
Q2 		$1.41M Buy
12,798
+8,256
+182% +$910K 0.06% 253
2023
Q1 		$502K Buy
4,542
+1,619
+55% +$178K 0.03% 394
2022
Q4 		$321K Buy
+2,923
New +$321K 0.02% 509
2021
Q4 		– Sell
-2,771
Closed -$306K – 599
2021
Q3 		$306K Sell
2,771
-220
-7% -$24.3K 0.03% 415
2021
Q2 		$330K Buy
2,991
+61
+2% +$6.74K 0.03% 381
2021
Q1 		$324K Hold
2,930
– – 0.03% 375
2020
Q4 		$324K Sell
2,930
-231
-7% -$25.6K 0.04% 319
2020
Q3 		$350K Buy
3,161
+407
+15% +$45.1K 0.05% 278
2020
Q2 		$305K Buy
+2,754
New +$305K 0.05% 268

Other funds holding SHV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Bull Oak Capital
Bull Oak Capital San Diego, California $306M AUM 13.34% 1-Year Est. Return

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

Perigon Wealth Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.4% in Q3 2026, buying an estimated $64.1K and bringing the position to 11,445 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #523.

Perigon Wealth Management first reported a position in SHV in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.42M in Q3 2024. 222 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Perigon Wealth Management held 11,445 shares of iShares 0-1 Year Treasury Bond ETF worth $1.26M as of Q3 2026.
  • Perigon Wealth Management bought 582 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $64.1K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #523 holding.
  • Perigon Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Perigon Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $2.42M in Q3 2024.
  • 222 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

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