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iShares S&P AMT-Fr Mncpl Bnd shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares S&P AMT-Fr Mncpl Bnd (NYF) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares S&P AMT-Fr Mncpl Bnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P AMT-Fr Mncpl Bnd 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 S&P AMT-Fr Mncpl Bnd by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $235k 4.4k 53.51
2025-09-30 $234k 4.4k 53.35
2024-12-31 $184k 3.5k 53.22

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 S&P AMT-Fr Mncpl Bnd

Tiaa Trust, National Association
High Probability Advisors
HighTower Advisors
Facet Wealth
FMR
Alesco Advisors
Satovsky Asset Management
Hsbc Holdings
Legacy Edge Advisors
Miracle Mile Advisors
Adviser Investments
Klingman & Associates
Envestnet Asset Management
Mariner Wealth Advisors
Betterment

View all funds holding iShares S&P AMT-Fr Mncpl Bnd