iShares Lehman 3-7 Yr Treasury Bond shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in iShares Lehman 3-7 Yr Treasury Bond
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All positions including iShares Lehman 3-7 Yr Treasury Bond held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 44k | 119.51 |
| 2025-06-30 | $2.9M | 24k | 119.09 |
| 2025-03-31 | $1.8M | 15k | 118.14 |
| 2024-12-31 | $988k | 8.6k | 115.56 |
| 2024-09-30 | $864k | 7.2k | 119.61 |
| 2024-06-30 | $1.2M | 10k | 115.47 |
| 2024-03-31 | $1.0M | 8.7k | 115.81 |
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