Hemington Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34K	Hold	1,335	–	–	﹤0.01%	466
2025 Q2	$33K	Hold	1,335	–	–	﹤0.01%	446
2025 Q1	$33K	Hold	1,335	–	–	0.01%	421
2024 Q4	$33K	Buy	1,335 +136	+11%	+$3.42K	0.01%	403
2024 Q3	$30K	Buy	+1,199	New	+$30.2K	0.01%	407

Other funds holding IBDT

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Hemington Wealth Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2025 at 1,335 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Hemington Wealth Management first reported a position in IBDT in Q3 2024 and has held it in 5 quarters since. 380 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

Hemington Wealth Management held 1,335 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $34K as of Q3 2025.
Hemington Wealth Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #466 holding.
Hemington Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
380 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

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