HWM
IBDS icon

Hemington Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Hemington Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$32K Hold
1,329
– – ﹤0.01% 486
2025
Q2 		$32K Hold
1,329
– – ﹤0.01% 459
2025
Q1 		$32K Hold
1,329
– – 0.01% 434
2024
Q4 		$31K Buy
1,329
+343
+35% +$8.26K 0.01% 425
2024
Q3 		$23K Buy
+986
New +$23.8K 0.01% 471

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q3 2025 at 1,329 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Hemington Wealth Management first reported a position in IBDS in Q3 2024 and has held it in 5 quarters since. 379 funds tracked by Wall St. Rank hold IBDS as of Q3 2025.

  • Hemington Wealth Management held 1,329 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $32K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #486 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2025.

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