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inv grd crp bd shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in inv grd crp bd by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 2.2k 98.62
2025-06-30 $182k 1.9k 97.31
2025-03-31 $178k 1.8k 96.77
2024-12-31 $159k 1.7k 95.11

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 inv grd crp bd

LPL Financial
CWM
Morgan Stanley
RAM Investment Partners
Allianz Asset Management
Resources Investment Advisors
Vickerman Investment Advisors
Mokosak Advisory Group
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Great Valley Advisor Group
Novem Group
Modern Wealth Management

View all funds holding inv grd crp bd