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Whalen Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Whalen Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,326
Closed -$1.99M – 158
2024
Q3 		$1.99M Buy
+20,326
New +$1.96M 1.41% 17

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's IEF Position: Q4 2024 in Review

Whalen Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 20,326 shares — an estimated $1.99M sold.

Whalen Wealth Management first reported a position in IEF in Q3 2024 and held it in 1 quarter. The position peaked at $1.99M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Whalen Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 20,326 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.99M.
  • Whalen Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.99M in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.