MAI Wealth Advisors »

Ishares Ibonds Dec 2027 Term T shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T 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 Ishares Ibonds Dec 2027 Term T by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 112k 22.52
2025-06-30 $2.5M 109k 22.49
2025-03-31 $2.5M 110k 22.42
2024-12-31 $2.5M 111k 22.20

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 Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T