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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Ishares Trust Barclays

3EDGE Asset Management
Jpmorgan Chase & Co
Fort Pitt Capital
Northland Capital Management
Kelman-Lazarov
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft
Prosperity Planning
Townsquare Capital
Raymond James Financial Services Advisors
Farmers & Merchants Investment
McGuire Investment Group
Jane Street
Creative Financial Designs
Bigelow Investment Advisors

View all funds holding Ishares Trust Barclays