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Ishares Tr shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Ishares Tr

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All positions including Ishares Tr 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 Tr by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $597k 13k 45.15
2023-12-31 $451k 11k 39.82
2023-09-30 $337k 9.7k 34.66
2023-06-30 $316k 8.8k 35.95
2023-03-31 $230k 6.9k 33.07