HWM
IBDQ

Hemington Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Hemington Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$28K Hold
1,143
– – ﹤0.01% 524
2025
Q2 		$28K Hold
1,143
– – ﹤0.01% 498
2025
Q1 		$28K Hold
1,143
– – ﹤0.01% 474
2024
Q4 		$28K Hold
1,143
– – 0.01% 452
2024
Q3 		$28K Buy
+1,143
New +$28.5K 0.01% 421

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Hemington Wealth Management's IBDQ Position: Q3 2025 in Review

Hemington Wealth Management held its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) position steady in Q3 2025 at 1,143 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Hemington Wealth Management first reported a position in IBDQ in Q3 2024 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

  • Hemington Wealth Management held 1,143 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $28K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2025 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2025 Term Corporate ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #524 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
  • 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.