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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman 3-7 Yr Treasury Bond by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
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)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding iShares Lehman 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Invesco
Bank of America Corporation
Financial Engines Advisors L.L.C
Envestnet Asset Management
Morgan Stanley
Captrust Financial Advisors
Branch Banking & Trust Company
HPM Partners
Assetmark
Janney Montgomery Scott
Bank Julius Baer & Co. Ltd, Zurich
LPL Financial
Creative Planning
Wells Fargo & Company

View all funds holding iShares Lehman 3-7 Yr Treasury Bond