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iShares S&P Natl AMTFr Mncpl Bd shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in iShares S&P Natl AMTFr Mncpl Bd

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All positions including iShares S&P Natl AMTFr Mncpl Bd 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 S&P Natl AMTFr Mncpl Bd by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 230k 108.63
2024-06-30 $23M 217k 106.55
2024-03-31 $21M 195k 107.60
2023-12-31 $19M 175k 108.41
2023-09-30 $13M 131k 102.54
2023-06-30 $13M 125k 106.73
2023-03-31 $8.7M 81k 107.74
2022-12-31 $6.5M 61k 105.52
2022-09-30 $4.7M 46k 102.57
2022-06-30 $4.1M 38k 106.36
2022-03-31 $11M 97k 109.65
2021-12-31 $8.6M 74k 116.28
2021-09-30 $498k 4.3k 116.25
2021-06-30 $7.3M 62k 117.20
2021-03-31 $6.7M 57k 116.06
2020-12-31 $2.5M 21k 117.22
2020-09-30 $808k 7.0k 115.94
2020-06-30 $534k 4.6k 115.41
2020-03-31 $1.2M 10k 113.17
2019-12-31 $842k 7.3k 114.59
2019-09-30 $713k 6.2k 114.12
2019-06-30 $795k 7.0k 113.07
2019-03-31 $233k 2.1k 111.54
2018-12-31 $228k 2.1k 109.14
2018-09-30 $352k 3.3k 108.07
2018-06-30 $311k 2.9k 108.97
2018-03-31 $311k 2.9k 108.97
2017-12-31 $181k 1.6k 110.57
2017-09-30 $1.9M 17k 110.85
2017-06-30 $4.9M 45k 110.13
2017-03-31 $4.8M 44k 108.95
2016-12-31 $4.7M 44k 108.05
2016-09-30 $4.3M 38k 112.75
2016-06-30 $3.5M 31k 113.93
2015-12-31 $3.1M 28k 110.69
2015-09-30 $1.1M 9.8k 109.59
2015-06-30 $885k 8.2k 108.18
2015-03-31 $471k 4.3k 110.54
2014-12-31 $470k 4.3k 110.30
2014-09-30 $441k 4.0k 109.78
2011-09-30 $4.7M 46k 102.57

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 S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Creative Planning
Wealthfront Advisers
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
LPL Financial
Pnc Financial Services
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Portfolio Solutions

View all funds holding iShares S&P Natl AMTFr Mncpl Bd