Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 156,998 shares of IBDU stock, worth $3.67 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
156,998
Previous 253,179 37.99%
Holding current value
$3.67 Million
Previous $5.94 Billion 38.16%
% of portfolio
1.97%
Previous 3.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$23.35 - $23.55 $2.25 Million - $2.27 Million
-96,181 Reduced 37.99%
156,998 $3.67 Billion
Q3 2025

Oct 09, 2025
BUY
$23.13 - $23.54 $5.86 Million - $5.96 Million
253,179 New
253,179 $5.94 Billion

Others Institutions Holding IBDU

# of Institutions
351
Shares Held
103M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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