Perigon Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding ISTB
# of Institutions
414Shares Held
60.6MCall Options Held
5.2KPut Options Held
0-
Acorns Advisers, LLC Irvine, CA10.2MShares$495 Million4.26% of portfolio
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State Of Wisconsin Investment Board Madison, WI5.13MShares$249 Million0.65% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.4MShares$117 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2MShares$96.9 Million0.03% of portfolio
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Black Rock Inc. New York, NY1.78MShares$86.7 Million0.0% of portfolio