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SPDR Barclay Cp Intr Trm Cr Bd shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of SPDR Barclay Cp Intr Trm Cr Bd (SPIB) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in SPDR Barclay Cp Intr Trm Cr Bd

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclay Cp Intr Trm Cr Bd 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 Barclay Cp Intr Trm Cr Bd by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 130k 32.69
2020-12-31 $41k 1.1k 37.04

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
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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 Barclay Cp Intr Trm Cr Bd

Charles Schwab Investment Management
LPL Financial
Charles Schwab Investment Advisory
Wells Fargo & Company
Envestnet Asset Management
Creative Planning
Financial Gravity Wealth
D.A. Davidson & Co.
Point72 Asset Management
CliftonLarsonAllen Wealth Advisors
Assetmark
State of New Jersey Common Pension Fund D
Ge Investment Management Corp.
Morgan Stanley
Mission Wealth Management

View all funds holding SPDR Barclay Cp Intr Trm Cr Bd