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Ishares Morningstar shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Ishares Morningstar held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 55k 20.66
2024-06-30 $1.1M 54k 19.84

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Ishares Morningstar

Morgan Stanley
Bank of America Corporation
Kestra Advisory Services
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Perigon Wealth Management
Win Advisors
Mycio Wealth Partners
Kovack Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
D.A. Davidson & Co.
Cambridge Investment Research Advisors
First Heartland Consultants

View all funds holding Ishares Morningstar