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Edmonds Duncan Registered Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Edmonds Duncan Registered Investment Advisors’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$27.8M Buy
283,418
+13,730
+5% +$1.33M 6.09% 6
2024
Q2 		$25.3M Buy
269,688
+104,481
+63% +$9.71M 6.16% 7
2024
Q1 		$15.6M Buy
165,207
+3,105
+2% +$294K 3.92% 7
2023
Q4 		$15.6M Sell
162,102
-5,101
-3% -$472K 4.06% 6
2023
Q3 		$15.3M Buy
+167,203
New +$15.8M 4.3% 6

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's IEF Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.1% in Q3 2024, buying an estimated $1.33M and bringing the position to 283,418 shares worth $27.8M. The position accounts for 6.09% of the portfolio, ranked #6.

Edmonds Duncan Registered Investment Advisors first reported a position in IEF in Q3 2023 and has held it in 5 quarters since. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 283,418 shares of iShares 7-10 Year Treasury Bond ETF worth $27.8M as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 13,730 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.33M.
  • iShares 7-10 Year Treasury Bond ETF made up 6.09% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #6 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.