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Ishares Ibonds Dec 2029 Term T shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T 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 Ibonds Dec 2029 Term T by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 187k 21.37

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Short Treas Bd (SHV)
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NVIDIA Corporation (NVDA)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Global X Fds Glbl X Mlp Etf (MLPA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr Sbi Materials (XLB)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Whalen Wealth Management

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Raymond James Financial Services Advisors
Hengehold Capital Management
Wells Fargo & Company
Commonwealth Equity Services
Journey Advisory Group
Bank of America Corporation
Waycross Investment Management
Confluence Investment Management
Probity Advisors
Fagan Associates
Spreng Capital Management
Shelton Wealth Management
D.A. Davidson & Co.
Whalen Wealth Management

View all funds holding Ishares Ibonds Dec 2029 Term T