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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.67M	Sell	167,517 -20,063	-11%	-$440K	2.3%	6
2025 Q1	$4.08M	Buy	187,580 +6,978	+4%	+$152K	2.72%	10
2024 Q4	$3.85M	Buy	180,602 +989	+0.6%	+$21.1K	2.67%	7
2024 Q3	$3.97M	Sell	179,613 -6,870	-4%	-$152K	2.81%	6
2024 Q2	$3.99M	Buy	+186,483	New	+$3.99M	3.16%	6