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MAI Wealth Advisors »

iShares Lehman 1-3 Year Treas.Bond shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond 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 Lehman 1-3 Year Treas.Bond by MAI Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$16M	193k	82.82
2025-09-30	$10M	121k	82.96
2025-06-30	$8.3M	100k	82.86
2025-03-31	$7.0M	85k	82.73
2024-12-31	$7.2M	87k	81.98

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 Lehman 1-3 Year Treas.Bond

Captrust Financial Advisors

Jpmorgan Chase & Co

Bank of New York Mellon

Wells Fargo & Company

Ameriprise Financial

Raymond James Financial

Royal Bank of Canada

PineBridge Investments

Envestnet Asset Management

Branch Banking & Trust Company

Manufacturers Life Insurance Company

View all funds holding iShares Lehman 1-3 Year Treas.Bond

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