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Whalen Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Whalen Wealth Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-167,517
Closed -$3.67M – 216
2025
Q2 		$3.67M Sell
167,517
-20,063
-11% -$436K 2.3% 6
2025
Q1 		$4.08M Buy
187,580
+6,978
+4% +$150K 2.72% 10
2024
Q4 		$3.85M Buy
180,602
+989
+0.6% +$21.3K 2.67% 7
2024
Q3 		$3.97M Sell
179,613
-6,870
-4% -$150K 2.81% 6
2024
Q2 		$3.99M Buy
+186,483
New +$3.96M 3.16% 6

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Whalen Wealth Management's IBTJ Position: Q3 2025 in Review

Whalen Wealth Management sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2025, closing a stake of 167,517 shares — an estimated $3.67M sold.

Whalen Wealth Management first reported a position in IBTJ in Q2 2024 and held it in 5 quarters. The position peaked at $4.08M in Q1 2025. 178 funds tracked by Wall St. Rank hold IBTJ as of Q3 2025.

  • Whalen Wealth Management reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 167,517 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2025, an estimated $3.67M.
  • Whalen Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and held it in 5 quarters.
  • Whalen Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $4.08M in Q1 2025.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.