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Ishares Tr ibonds dec 29 shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 253k 23.47

More positions owned by Whalen Wealth Management

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

Top funds holding Ishares Tr ibonds dec 29

Aptus Capital Advisors
Capital Advisors
Morgan Stanley
Mercer Global Advisors
Shufro Rose & Co
Capital Investment Advisors
UBS Group
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Golub Group
Woodmont Investment Counsel
HighTower Advisors
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec 29