Hemington Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Hemington Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$32K	Hold	1,327	–	–	﹤0.01%	485
2025 Q2	$32K	Hold	1,327	–	–	﹤0.01%	458
2025 Q1	$32K	Hold	1,327	–	–	0.01%	433
2024 Q4	$31K	Buy	1,327 +132	+11%	+$3.18K	0.01%	424
2024 Q3	$28K	Buy	+1,195	New	+$28.8K	0.01%	422

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2025 at 1,327 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Hemington Wealth Management first reported a position in IBDR in Q3 2024 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Hemington Wealth Management held 1,327 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $32K as of Q3 2025.
Hemington Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #485 holding.
Hemington Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

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