Whalen Wealth Management Inc. IBTJ Holdings History
Whalen Wealth Management Inc.'s iShares iBonds Dec 2029 Term Treasury ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 187,580.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $4.08 Mil. This investment constitutes 2.72% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.64% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.
The initial trade took place in 2024Q2. And since then Whalen Wealth Management Inc. has made 3 purchases of IBTJ, at an average price of $21.23, for a total of 194,450.00 shares. In addition, there have been 1 sales at an average price of $21.85 for 6,870.00 shares. Based on historical transaction data and IBTJ's current price of $21.80, Whalen Wealth Management Inc.'s estimated gain on his IBTJ holdings is $110,055.84, reflecting a 2.67% gain to date.
Whalen Wealth Management Inc. IBTJ ($21.80) Holding Chart
Whalen Wealth Management Inc. IBTJ ($21.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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