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Whalen Wealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Whalen Wealth Management’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$418K Buy
+10,498
New +$429K 0.18% 131

Other funds holding IGOV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Whalen Wealth Management opened a new position in iShares International Treasury Bond ETF (IGOV) in Q3 2026: 10,498 shares worth $418K. The stake represents 0.18% of the portfolio and ranks #131 among its holdings.

9 funds tracked by Wall St. Rank hold IGOV as of Q3 2026.

  • Whalen Wealth Management held 10,498 shares of iShares International Treasury Bond ETF worth $418K as of Q3 2026.
  • iShares International Treasury Bond ETF was a new Whalen Wealth Management position in Q3 2026.
  • iShares International Treasury Bond ETF made up 0.18% of Whalen Wealth Management's portfolio in Q3 2026, its #131 holding.
  • 9 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2026.

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