Whalen Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Whalen Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.24M	Buy
2025 Q2	$2.89M	Buy
2025 Q1	$1.76M	Buy
2024 Q4	$988K	Buy
2024 Q3	$864K	Sell
2024 Q2	$1.16M	Buy
2024 Q1	$1.01M	Buy
2023 Q4	$693K	Buy