iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 42k | 106.78 |
| 2025-06-30 | $3.3M | 31k | 106.34 |
| 2025-03-31 | $2.6M | 25k | 105.60 |
| 2024-12-31 | $2.7M | 26k | 105.30 |
| 2024-09-30 | $1.9M | 18k | 106.19 |
| 2024-06-30 | $1.7M | 16k | 104.55 |
| 2024-03-31 | $1.3M | 12k | 104.73 |
| 2023-12-31 | $2.1M | 20k | 105.43 |
| 2023-09-30 | $1.3M | 13k | 102.86 |
| 2023-06-30 | $1.2M | 12k | 104.04 |
| 2023-03-31 | $1.3M | 12k | 104.68 |
| 2022-12-31 | $1.4M | 14k | 104.27 |
| 2022-09-30 | $1.3M | 12k | 102.69 |
| 2022-06-30 | $515k | 4.9k | 104.63 |
| 2022-03-31 | $2.4M | 23k | 104.58 |
| 2021-12-31 | $2.7M | 25k | 107.37 |
| 2021-09-30 | $2.6M | 24k | 107.59 |
| 2021-06-30 | $1.2M | 11k | 107.78 |
| 2021-03-31 | $756k | 7.0k | 107.88 |
| 2020-12-31 | $227k | 2.1k | 108.20 |
| 2020-03-31 | $422k | 4.0k | 106.46 |
| 2018-06-30 | $971k | 9.2k | 105.03 |
| 2018-03-31 | $172k | 1.6k | 104.94 |
| 2017-12-31 | $15k | 145 | 103.45 |
| 2017-09-30 | $402k | 3.8k | 106.10 |
| 2017-06-30 | $514k | 4.9k | 105.70 |
| 2017-03-31 | $501k | 4.7k | 105.56 |
| 2016-12-31 | $440k | 4.2k | 105.49 |
| 2016-09-30 | $257k | 2.4k | 106.15 |
| 2016-06-30 | $192k | 1.8k | 106.37 |
| 2015-12-31 | $223k | 2.1k | 106.09 |
| 2015-09-30 | $223k | 2.1k | 106.09 |
| 2011-09-30 | $1.3M | 12k | 102.69 |
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