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iShares Barclays TIPS Bond Fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Barclays TIPS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund 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 Barclays TIPS Bond Fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $112M 1.0M 109.43
2026-03-31 $4.4M 40k 110.36
2025-12-31 $3.5M 32k 109.91
2025-09-30 $3.0M 27k 111.22
2025-06-30 $1.4M 13k 110.04
2025-03-31 $1.3M 11k 111.09
2024-12-31 $1.1M 11k 106.55

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View all positions for MAI Wealth Advisors

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
FMR
Morgan Stanley
BlackRock
Prudential Financial
Envestnet Asset Management
Sumitomo Life Insurance
Mather Group
UBS Group
LPL Financial
Wells Fargo & Company
CI Investments
Ameriprise Financial
GenTrust
Assetmark

View all funds holding iShares Barclays TIPS Bond Fund