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

Edmonds Duncan Registered Investment Advisors, LLC

$446 Million
Q3 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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

Morgan Stanley New York, NY

37.4M
Shares

$3.07 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.82 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

14M
Shares

$1.15 Billion
0.1% of portfolio
Captrust Financial Advisors Raleigh, NC

8.47M
Shares

$695 Million
2.13% of portfolio
Jpmorgan Chase & CO New York, NY

7.81M
Shares

$642 Million
0.05% of portfolio

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