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Hemington Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Hemington Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$28K Hold
1,276
– – ﹤0.01% 525
2025
Q2 		$28K Hold
1,276
– – ﹤0.01% 499
2025
Q1 		$27K Hold
1,276
– – ﹤0.01% 483
2024
Q4 		$27K Buy
1,276
+350
+38% +$7.57K 0.01% 462
2024
Q3 		$19K Buy
+926
New +$20.2K 0.01% 522

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2025 at 1,276 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Hemington Wealth Management first reported a position in IBDV in Q3 2024 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold IBDV as of Q3 2025.

  • Hemington Wealth Management held 1,276 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $28K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #525 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2025.

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