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SPDR Barclays Capital Aggregate Bo shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 116k 26.14
2020-12-31 $150k 4.9k 30.79
2020-06-30 $388k 13k 30.83
2020-03-31 $487k 16k 30.56
2019-12-31 $700k 24k 29.52
2019-09-30 $748k 25k 29.45

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 SPDR Barclays Capital Aggregate Bo

LPL Financial
CWM
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
HPM Partners
RiverFront Investment Group
Gradient Investments
Advisor Group Holdings
Private Advisor
Syon Capital
Huntington Asset Advisors
Tobias Financial Advisors
Jpmorgan Chase & Co
Good Life Advisors
Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo