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
- period ended2026-06-3013F 7,239,129 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,475,952 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,121,155 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,952,613 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,592,724 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,266,389 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 5,497,557 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,000,349 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).