Perigon Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 66,580 shares of LQD stock, worth $7.34 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
66,580
Previous 64,064 3.93%
Holding current value
$7.34 Million
Previous $7.02 Million 5.68%
% of portfolio
0.16%
Previous 0.17%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$107.66 - $112.36 $270,872 - $282,697
2,516 Added 3.93%
66,580 $7.42 Million
Q2 2025

Jul 15, 2025
SELL
$105.23 - $109.61 $426,812 - $444,578
-4,056 Reduced 5.95%
64,064 $7.02 Million
Q1 2025

Apr 23, 2025
SELL
$105.1 - $109.61 $286,082 - $298,358
-2,722 Reduced 3.84%
68,120 $7.4 Million
Q4 2024

Jan 22, 2025
SELL
$106.56 - $113.11 $794,298 - $843,121
-7,454 Reduced 9.52%
70,842 $7.57 Million
Q3 2024

Oct 16, 2024
BUY
$106.11 - $113.72 $926,128 - $992,548
8,728 Added 12.55%
78,296 $8.85 Million
Q2 2024

Aug 02, 2024
BUY
$104.54 - $108.46 $718,085 - $745,011
6,869 Added 10.96%
69,568 $7.45 Million
Q1 2024

Apr 29, 2024
BUY
$106.98 - $110.63 $241,774 - $250,023
2,260 Added 3.74%
62,699 $6.83 Million
Q4 2023

Jan 29, 2024
BUY
$98.28 - $111.36 $1.34 Million - $1.52 Million
13,607 Added 29.05%
60,439 $6.69 Million
Q3 2023

Oct 30, 2023
BUY
$102.02 - $108.51 $2.44 Million - $2.59 Million
23,872 Added 103.97%
46,832 $4.78 Million
Q2 2023

Aug 02, 2023
BUY
$106.02 - $110.43 $391,637 - $407,928
3,694 Added 19.17%
22,960 $2.48 Million
Q1 2023

May 03, 2023
BUY
$104.89 - $111.81 $350,122 - $373,221
3,338 Added 20.96%
19,266 $2.11 Million
Q4 2022

May 01, 2023
BUY
$99.2 - $110.03 $1.58 Million - $1.75 Million
15,928 New
15,928 $1.68 Million
Q3 2022

Dec 13, 2022
BUY
$101.44 - $114.61 $642,013 - $725,366
6,329 Added 55.92%
17,647 $1.81 Million
Q2 2022

Aug 11, 2022
BUY
$107.41 - $121.51 $851,653 - $963,452
7,929 Added 233.96%
11,318 $1.25 Million
Q1 2022

May 16, 2022
SELL
$118.44 - $131.22 $61,588 - $68,234
-520 Reduced 13.3%
3,389 $410,000
Q4 2021

Feb 11, 2022
BUY
$130.98 - $134.88 $117,096 - $120,582
894 Added 29.65%
3,909 $518,000
Q3 2021

Nov 01, 2021
BUY
$133.03 - $136.33 $401,085 - $411,034
3,015 New
3,015 $401,000
Q3 2021

Oct 25, 2021
SELL
$133.03 - $136.33 $2.31 Million - $2.36 Million
-17,329 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$129.85 - $134.36 $310,731 - $321,523
-2,393 Reduced 12.13%
17,329 $2.33 Million
Q1 2021

May 17, 2021
SELL
$128.44 - $137.43 $713,484 - $763,423
-5,555 Reduced 21.98%
19,722 $2.57 Million
Q4 2020

Jan 28, 2021
BUY
$133.73 - $138.48 $1.22 Million - $1.26 Million
9,102 Added 56.27%
25,277 $3.49 Million
Q3 2020

Nov 03, 2020
BUY
$134.22 - $139.15 $1.56 Million - $1.62 Million
11,623 Added 255.34%
16,175 $2.18 Million
Q2 2020

Jul 29, 2020
BUY
$121.1 - $134.5 $99,302 - $110,290
820 Added 21.97%
4,552 $612,000
Q1 2020

Apr 17, 2020
BUY
$105.05 - $134.27 $225,437 - $288,143
2,146 Added 135.31%
3,732 $492,000
Q4 2019

Jan 13, 2020
BUY
$125.71 - $128.49 $199,376 - $203,785
1,586 New
1,586 $203,000
Q2 2019

Aug 05, 2019
SELL
$118.17 - $124.37 $268,482 - $282,568
-2,272 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$113.15 - $119.15 $257,076 - $270,708
2,272 New
2,272 $271,000
Q2 2018

Aug 07, 2018
SELL
$113.81 - $117.24 $21,965 - $22,627
-193 Closed
0 $0
Q1 2018

May 15, 2018
SELL
$115.72 - $120.97 $231 - $241
-2 Reduced 1.03%
193 $23,000
Q4 2017

Feb 14, 2018
SELL
$119.89 - $121.79 $162,450 - $165,025
-1,355 Reduced 87.42%
195 $24,000
Q3 2017

Dec 05, 2017
SELL
$120.62 - $121.61 $3,377 - $3,405
-28 Reduced 1.77%
1,550 $188,000
Q2 2017

Sep 12, 2017
BUY
N/A
1,578 New
1,578 $190,000
Q3 2011

Nov 14, 2022
BUY
N/A
6,329
17,647 $1.81 Million

Others Institutions Holding LQD

# of Institutions
1,263
Shares Held
280M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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