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Vanguard Intermediate-Term Bond ETF shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 256k 78.09
2025-06-30 $19M 251k 77.34
2025-03-31 $18M 240k 76.57
2024-12-31 $17M 232k 74.73

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Morgan Stanley
EP Wealth Advisors
LPL Financial
True Link Financial Advisors
Baird Financial
Ameriprise Financial
United Capital Financial Advisers
Mather Group
Tiaa Trust, National Association
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding Vanguard Intermediate-Term Bond ETF