Edmonds Duncan Registered Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$410 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	SELL	$81.49 - $82.34 $3,096 - $3,128	-38 Reduced 0.52%	7,242 $592,000
Q4 2022 Jan 20, 2023	BUY	$80.6 - $81.52 $586,768 - $593,465	7,280 New	7,280 $0

Others Institutions Holding SHY

# of Institutions

1,186

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

Morgan Stanley New York, NY

29.1M
Shares

$2.42 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.85 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

13M
Shares

$1.08 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

8.37M
Shares

$697 Million
0.06% of portfolio
Assetmark, Inc

7.41M
Shares

$617 Million
1.89% of portfolio

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