Edmonds Duncan Registered Investment Advisors, LLC IEF Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 283,418.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $27.81 Mil. This investment constitutes 6.09% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.08% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2023Q3. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 4 purchases of IEF, at an average price of $93.92, for a total of 288,519.00 shares. In addition, there have been 1 sales at an average price of $92.48 for 5,101.00 shares. Based on historical transaction data and IEF's current price of $93.91, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his IEF holdings is $-10,886.95, reflecting a -0.04% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC IEF ($93.91) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC IEF ($93.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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