SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / IEF

Edmonds Duncan Registered Investment Advisors, LLC’s Ishares Tr Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Ishares Tr (IEF)? Yes — 283.4K shares worth $28M (+6.09% of its 13F portfolio) as of Q3 2024, up from 269.7K shares the prior filed quarter.

Position Value
$28M
Q3 2024
Shares
283.4K
% of Portfolio
+6.09%
Quarters Held
5
currently held

Position History IEF

Reported value by quarter
Q3 ’23: $15MQ3 ’23Q4 ’23: $16MQ4 ’23Q1 ’24: $16MQ1 ’24Q2 ’24: $25MQ2 ’24Q3 ’24: $28MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024283.4K$28M+6.09%
Q2 2024269.7K$25M+6.16%
Q1 2024165.2K$16M+3.92%
Q4 2023162.1K$16M+4.06%
Q3 2023167.2K$15M+4.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of IEF.