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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
2024-09-30 $4.0M 180k 22.11
2024-06-30 $4.0M 187k 21.37

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
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NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
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Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
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Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding Ishares Ibonds Dec 2029 Term T

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

View all funds holding Ishares Ibonds Dec 2029 Term T