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Blue Trust, Inc.: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on IEF, newest first. How the timeline and the estimate are built.

Blue Trust, Inc. held 7,239,129 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,239,129 shares
    Change vs previous 13F +763,177 shares

    7.18% of the 13F portfolio, value $684,604,374.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,475,952 shares
    Change vs previous 13F +354,797 shares

    7.07% of the 13F portfolio, value $618,064,888.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,121,155 shares
    Change vs previous 13F +168,542 shares

    6.65% of the 13F portfolio, value $588,610,232.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,952,613 shares
    Change vs previous 13F +359,889 shares

    6.45% of the 13F portfolio, value $574,189,006.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,592,724 shares
    Change vs previous 13F +326,335 shares

    6.32% of the 13F portfolio, value $535,615,174.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,266,389 shares
    Change vs previous 13F -231,168 shares

    6.44% of the 13F portfolio, value $502,254,405.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 5,497,557 shares
    Change vs previous 13F +497,208 shares

    6.51% of the 13F portfolio, value $508,249,164.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,000,349 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $468,282,648.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).