North Rock Partners, LLC Vanguard Extended Duration Tre Transaction History

North Rock Partners, LLC

$4.99 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	SELL	$62.83 - $72.45 $2,638 - $3,042	-42 Reduced 18.26%	188 $12,000
Q1 2025 May 08, 2025	BUY	$65.05 - $73.43 $14,961 - $16,888	230 New	230 $16,000

Others Institutions Holding EDV

# of Institutions

198

Shares Held

16M

Call Options Held

298K

Put Options Held

497K

Midland Wealth Advisors LLC Rockford, IL

1.35M
Shares

$91.1 Million
4.94% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.31M
Shares

$88.5 Million
0.29% of portfolio
Bank Of America Corp Charlotte, NC

1.23M
Shares

$83.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.22M
Shares

$82.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

891K
Shares

$60.3 Million
0.02% of portfolio

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