Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History

Whalen Wealth Management Inc.

$159 Billion
Q2 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 167,517 shares of IBTJ stock, worth $3.67 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

167,517

Previous 187,580 10.7%

Holding current value

$3.67 Million

Previous $4.08 Billion 10.08%

% of portfolio

2.3%

Previous 2.72%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$21.57 - $21.99 $432,758 - $441,185	-20,063 Reduced 10.7%	167,517 $3.67 Billion
Q1 2025 Apr 22, 2025	BUY	$21.16 - $21.77 $147,654 - $151,911	6,978 Added 3.86%	187,580 $4.08 Billion
Q4 2024 Jan 17, 2025	BUY	$21.25 - $22.07 $21,016 - $21,827	989 Added 0.55%	180,602 $3.85 Billion
Q3 2024 Nov 07, 2024	SELL	$21.22 - $22.22 $145,781 - $152,651	-6,870 Reduced 3.68%	179,613 $3.97 Billion
Q2 2024 Aug 01, 2024	BUY	$21.0 - $21.44 $3.92 Million - $4 Million	186,483 New	186,483 $3.99 Billion

Others Institutions Holding IBTJ

# of Institutions

167

Shares Held

24.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History