Question 1

How many shares of ITDE does MAI Capital Management own?

Accepted Answer

MAI Capital Management previously held 0 shares of ITDE (ISHARES LIFEPATH TARGET DATE 2045 ETF USD) before exiting the position in 2026-Q2.

Question 2

What is MAI Capital Management's ITDE position worth?

Accepted Answer

MAI Capital Management's ITDE position was last reported at $0 in 2026-Q2 before the exit.

Question 3

Is MAI Capital Management buying or selling ITDE?

Accepted Answer

In 2026-Q2, MAI Capital Management exited their ITDE position entirely (-100.0% change in shares).

Question 4

When did MAI Capital Management first buy ITDE?

Accepted Answer

Based on available 13F filings, MAI Capital Management first reported a position in ITDE in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$40.06	0
2026-Q1	Increased	1,447	+146.1%	$51,832	0.0%	$37.09	33
2025-Q4	Increased	588	+80.9%	$21,288	0.0%	$36.41	29
2025-Q3	Unchanged	325	0.0%	$11,671	0.0%	$35.12	0
2025-Q2	Unchanged	325	0.0%	$10,930	0.0%	$32.83	0
2025-Q1	Unchanged	325	0.0%	$9,989	0.0%	$30.16	0
2024-Q4	New	325	-	$10,043	0.0%	$30.40	24

ITDE7 quarters

ITDE
7 quarters