MAI Wealth Advisors »

BlackRock Inv. Quality Munic. Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of BlackRock Inv. Quality Munic. Trust (BKN) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in BlackRock Inv. Quality Munic. Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Inv. Quality Munic. Trust held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock Inv. Quality Munic. Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 22k 11.34
2025-06-30 $237k 22k 10.92
2025-03-31 $241k 21k 11.49
2024-12-31 $232k 21k 11.15

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
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 BlackRock Inv. Quality Munic. Trust

Rivernorth Capital Management
Morgan Stanley
Hennion & Walsh Asset Management
LPL Financial
Cetera Investment Advisers
Fiera Capital Corporation
Ameriprise Financial
Karpus Investment Management
Robinson Capital Management
Van Eck Associates Corp.
Bank of New York Mellon
Sit Investment Associates
MacKay Shields
Wolverine Asset Management
Primoris Wealth Advisors

View all funds holding BlackRock Inv. Quality Munic. Trust