Perigon Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,148 shares of BIL stock, worth $929,556. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,148

Previous 4,990 103.37%

Holding current value

$929,556

Previous $457,000 103.72%

% of portfolio

0.02%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$91.44 - $91.77 $471,647 - $473,349	5,158 Added 103.37%	10,148 $931,000
Q2 2025 Jul 15, 2025	SELL	$91.43 - $91.74 $74,332 - $74,584	-813 Reduced 14.01%	4,990 $457,000
Q1 2025 Apr 23, 2025	SELL	$91.45 - $91.75 $27,526 - $27,616	-301 Reduced 4.93%	5,803 $532,000
Q4 2024 Jan 22, 2025	SELL	$91.29 - $91.8 $172,446 - $173,410	-1,889 Reduced 23.63%	6,104 $558,000
Q3 2024 Oct 16, 2024	SELL	$91.42 - $91.82 $45,161 - $45,359	-494 Reduced 5.82%	7,993 $733,000

Q2 2024 Aug 02, 2024	SELL	$91.42 - $91.82 $7,222 - $7,253	-79 Reduced 0.92%	8,487 $778,000
Q1 2024 Apr 29, 2024	SELL	$91.4 - $91.8 $1.08 Million - $1.08 Million	-11,775 Reduced 57.89%	8,566 $786,000
Q4 2023 Jan 29, 2024	SELL	$91.22 - $91.84 $2.32 Million - $2.33 Million	-25,382 Reduced 55.51%	20,341 $1.86 Million
Q3 2023 Oct 30, 2023	BUY	$91.43 - $91.86 $3.48 Million - $3.5 Million	38,081 Added 498.31%	45,723 $4.2 Million
Q2 2023 Aug 02, 2023	BUY	$91.41 - $91.82 $463,357 - $465,435	5,069 Added 197.01%	7,642 $701,000
Q1 2023 May 03, 2023	SELL	$91.4 - $91.84 $48,167 - $48,399	-527 Reduced 17.0%	2,573 $236,000
Q4 2022 May 01, 2023	BUY	$91.33 - $91.67 $283,123 - $284,177	3,100 New	3,100 $283,000
Q3 2022 Dec 13, 2022	BUY	$91.38 - $91.6 $88,638 - $88,852	970 Added 27.0%	4,563 $418,000
Q2 2022 Aug 11, 2022	BUY	$91.41 - $91.49 $57,039 - $57,089	624 Added 21.02%	3,593 $329,000
Q1 2022 May 16, 2022	BUY	$91.4 - $91.43 $12,613 - $12,617	138 Added 4.87%	2,969 $271,000
Q4 2021 Feb 11, 2022	SELL	$91.42 - $91.46 $261,735 - $261,849	-2,863 Reduced 50.28%	2,831 $259,000
Q3 2021 Nov 01, 2021	BUY	$91.45 - $91.48 $520,716 - $520,887	5,694 New	5,694 $521,000
Q3 2021 Oct 25, 2021	SELL	$91.45 - $91.48 $518,064 - $518,234	-5,665 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$91.47 - $91.51 $1,372 - $1,372	15 Added 0.27%	5,665 $518,000
Q1 2021 May 17, 2021	SELL	$91.5 - $91.52 $91 - $91	-1 Reduced 0.02%	5,650 $517,000
Q4 2020 Jan 28, 2021	SELL	$91.51 - $91.53 $424,606 - $424,699	-4,640 Reduced 45.09%	5,651 $517,000
Q3 2020 Nov 03, 2020	SELL	$91.52 - $91.54 $32,855 - $32,862	-359 Reduced 3.37%	10,291 $942,000
Q2 2020 Jul 29, 2020	BUY	$91.52 - $91.58 $342,559 - $342,783	3,743 Added 54.19%	10,650 $975,000
Q1 2020 Apr 17, 2020	BUY	$91.44 - $91.66 $297,911 - $298,628	3,258 Added 89.28%	6,907 $632,000
Q2 2019 Aug 05, 2019	BUY	N/A	3,649 New	3,649 $334,000
Q3 2011 Nov 14, 2022	BUY	N/A	970	4,563 $418,000

Others Institutions Holding BIL

# of Institutions

1,303

Shares Held

247M

Call Options Held

23.3K

Put Options Held

49.1K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

More about BIL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Account

Perigon Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History