Perigon Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,663 shares of TLH stock, worth $786,913. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,663
Previous 7,143 7.28%
Holding current value
$786,913
Previous $725,000 8.83%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2025
BUY
$98.52 - $103.93 $51,230 - $54,043
520 Added 7.28%
7,663 $789,000
Q2 2025

Jul 15, 2025
BUY
$97.29 - $105.63 $107,213 - $116,404
1,102 Added 18.24%
7,143 $725,000
Q1 2025

Apr 23, 2025
SELL
$97.25 - $104.79 $311,491 - $335,642
-3,203 Reduced 34.65%
6,041 $626,000
Q4 2024

Jan 22, 2025
SELL
$99.04 - $109.59 $411,808 - $455,675
-4,158 Reduced 31.03%
9,244 $920,000
Q3 2024

Oct 16, 2024
SELL
$100.75 - $111.62 $74,857 - $82,933
-743 Reduced 5.25%
13,402 $1.47 Million
Q2 2024

Aug 02, 2024
SELL
$98.66 - $105.11 $74,586 - $79,463
-756 Reduced 5.07%
14,145 $1.45 Million
Q1 2024

Apr 29, 2024
BUY
$102.54 - $108.16 $1.32 Million - $1.39 Million
12,840 Added 623.0%
14,901 $1.57 Million
Q4 2023

Jan 29, 2024
SELL
$93.11 - $109.52 $8,007 - $9,418
-86 Reduced 4.01%
2,061 $223,000
Q3 2023

Oct 30, 2023
SELL
$98.33 - $111.05 $1.03 Million - $1.16 Million
-10,484 Reduced 83.0%
2,147 $211,000
Q2 2023

Aug 02, 2023
BUY
$108.81 - $116.4 $1.37 Million - $1.47 Million
12,631 New
12,631 $1.4 Million
Q1 2021

May 17, 2021
SELL
$138.9 - $159.13 $32,502 - $37,236
-234 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$157.38 - $166.55 $36,826 - $38,972
234 New
234 $37,000

Others Institutions Holding TLH

# of Institutions
646
Shares Held
113M
Call Options Held
74.5K
Put Options Held
31.7K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

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