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Spdr Ser Tr barc 1-10yrtip shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr barc 1-10yrtip (TIPX) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Spdr Ser Tr barc 1-10yrtip

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All positions including Spdr Ser Tr barc 1-10yrtip 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 Ser Tr barc 1-10yrtip by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 88k 18.64
2023-12-31 $1.6M 89k 18.59
2023-09-30 $2.6M 143k 18.08
2023-06-30 $2.6M 142k 18.46
2023-03-31 $3.1M 162k 19.03
2022-12-31 $2.8M 153k 18.45

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 Spdr Ser Tr barc 1-10yrtip

Bank of America Corporation
Brio Consultants
D. J. St. Germain
Assetmark
Krasney Financial
Envestnet Portfolio Solutions
Alesco Advisors
Continuum Advisory
Aspire Private Capital
Advisor Group Holdings
Treasure Coast Financial Planning
Pinnacle Wealth Planning Services
Cambridge Investment Research Advisors
Certified Advisory Corp
AE Wealth Management

View all funds holding Spdr Ser Tr barc 1-10yrtip