ISHARES TR

Ticker: IBTJ CUSIP: 46436E825 Class: IBONDS 29 TRM TS

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 167,517 Value ($000) $3,672 Avg Close — Range —
Q1 2025
Shares 187,580 Value ($000) $4,084 Avg Close — Range —
Q4 2024
Shares 180,602 Value ($000) $3,852 Avg Close — Range —
Q3 2024
Shares 179,613 Value ($000) $3,970 Avg Close — Range —
Q2 2024
Shares 186,483 Value ($000) $3,985 Avg Close — Range —