iShares 3-7 Year Treasury Bond ETF $IEI is Whalen Wealth Management Inc.’s 5th Largest Position

Whalen Wealth Management Inc. increased its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) by 80.8% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 43,824 shares of the company’s stock after purchasing an additional 19,583 shares during the period. iShares 3-7 Year Treasury Bond ETF comprises about 3.1% of Whalen Wealth Management Inc.’s investment portfolio, making the stock its 5th biggest holding. Whalen Wealth Management Inc.’s holdings in iShares 3-7 Year Treasury Bond ETF were worth $5,237,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in IEI. Wit LLC boosted its position in shares of iShares 3-7 Year Treasury Bond ETF by 273,238.0% in the first quarter. Wit LLC now owns 4,802,548 shares of the company’s stock worth $567,373,000 after buying an additional 4,800,791 shares during the period. Armstrong Advisory Group Inc. raised its position in iShares 3-7 Year Treasury Bond ETF by 141.4% during the second quarter. Armstrong Advisory Group Inc. now owns 942,234 shares of the company’s stock valued at $112,211,000 after buying an additional 551,950 shares during the period. Benjamin Edwards Inc. lifted its stake in iShares 3-7 Year Treasury Bond ETF by 399.4% in the 2nd quarter. Benjamin Edwards Inc. now owns 594,833 shares of the company’s stock worth $70,839,000 after acquiring an additional 475,718 shares in the last quarter. School Employees Retirement Board of Ohio acquired a new stake in iShares 3-7 Year Treasury Bond ETF during the 2nd quarter worth about $50,074,000. Finally, Ameriprise Financial Inc. boosted its position in iShares 3-7 Year Treasury Bond ETF by 11.8% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,741,689 shares of the company’s stock worth $327,059,000 after acquiring an additional 290,112 shares during the period.

iShares 3-7 Year Treasury Bond ETF Stock Up 0.2%

NASDAQ:IEI opened at $119.85 on Friday. iShares 3-7 Year Treasury Bond ETF has a fifty-two week low of $114.51 and a fifty-two week high of $120.43. The stock’s 50-day moving average is $119.78 and its two-hundred day moving average is $119.12.

iShares 3-7 Year Treasury Bond ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, December 4th. Shareholders of record on Monday, December 1st were paid a $0.3502 dividend. This represents a c) annualized dividend and a yield of 3.5%. The ex-dividend date was Monday, December 1st.

About iShares 3-7 Year Treasury Bond ETF

iShares 3-7 Year Treasury Bond ETF (the Fund), formerly iShares Barclays 3-7 Year Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Barclays Capital U.S. 3-7 Year Treasury Bond Index (the Index).