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Ishares Trust Barclays shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Trust Barclays (GNMA) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $97k 2.2k 44.54
2025-09-30 $97k 2.2k 44.35
2025-06-30 $96k 2.2k 43.96
2025-03-31 $160k 3.7k 43.90
2024-12-31 $94k 2.2k 42.93

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (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)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Ishares Trust Barclays

BlackRock
Colony
Northland Capital Management
Jpmorgan Chase & Co
LPL Financial
Portland Global Advisors
Farmers & Merchants Investment
Prosperity Planning
Resources Investment Advisors
Deutsche Bank Aktiengesellschaft
McGuire Investment Group
Financial Engines Advisors L.L.C
Beverly Hills Private Wealth
Sanctuary Advisors
Croban

View all funds holding Ishares Trust Barclays