Edmonds Duncan Registered Investment Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$410 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 20, 2023	BUY	$101.35 - $115.41 $7.83 Million - $8.92 Million	77,282 New	77,282 $0

Others Institutions Holding TLH

# of Institutions

478

Shares Held

65.8M

Call Options Held

27.5K

Put Options Held

18.1K

Bank Of America Corp Charlotte, NC

11M
Shares

$1.15 Billion
0.1% of portfolio
Forum Financial Management, LP Lombard, IL

6.92M
Shares

$730 Million
14.65% of portfolio
Envestnet Asset Management Inc

4.9M
Shares

$517 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

3.73M
Shares

$393 Million
0.09% of portfolio
Truist Financial Corp

3.25M
Shares

$342 Million
0.51% of portfolio

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About ISHARES BARCLAYS 10-20 YR TREA

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