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Ishares Trust Barclays shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Ishares Trust Barclays

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All positions including Ishares Trust Barclays held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $397k 8.9k 44.79
2024-06-30 $386k 9.0k 43.07
2024-03-31 $372k 8.6k 43.39
2023-12-31 $321k 7.2k 44.25

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Ishares Trust Barclays

Jpmorgan Chase & Co
Fort Pitt Capital
Northland Capital Management
Prosperity Planning
Resources Investment Advisors
Financial Engines Advisors L.L.C
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft
BlackRock
Kelman-Lazarov
Farmers & Merchants Investment
Portland Global Advisors
McGuire Investment Group
Sanctuary Advisors
Morgan Stanley

View all funds holding Ishares Trust Barclays