WWM
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Whalen Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Whalen Wealth Management’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.66M Buy
+72,525
New +$1.68M 0.71% 40

Other funds holding IBHI

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Whalen Wealth Management's IBHI Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2026: 72,525 shares worth $1.66M. The stake represents 0.71% of the portfolio and ranks #40 among its holdings.

7 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • Whalen Wealth Management held 72,525 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.66M as of Q3 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new Whalen Wealth Management position in Q3 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.71% of Whalen Wealth Management's portfolio in Q3 2026, its #40 holding.
  • 7 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.