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Disclosery

RATIONAL ADVISORS, INC.: IEF position timeline

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

RATIONAL ADVISORS, INC. held 231 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231 shares
    Change vs previous 13F -19,598 shares

    <0.01% of the 13F portfolio, value $21,846.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, 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 19,829 shares
    Change vs previous 13F +17,335 shares

    0.19% of the 13F portfolio, value $1,892,480.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, 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 2,494 shares
    Change vs previous 13F +2,236 shares

    0.02% of the 13F portfolio, value $239,823.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, 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 258 shares
    Change vs previous 13F -4,782 shares

    <0.01% of the 13F portfolio, value $24,887.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, 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 5,040 shares
    Change vs previous 13F -25,155 shares

    0.05% of the 13F portfolio, value $482,681.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, 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 30,195 shares
    Change vs previous 13F +29,519 shares

    0.29% of the 13F portfolio, value $2,879,697.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, 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 676 shares
    Change vs previous 13F -17,924 shares

    0.01% of the 13F portfolio, value $62,496.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, 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 18,600 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,825,032.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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