HWM
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Hemington Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Hemington Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$23K Hold
1,104
– – ﹤0.01% 586
2025
Q2 		$23K Hold
1,104
– – ﹤0.01% 570
2025
Q1 		$22K Hold
1,104
– – ﹤0.01% 553
2024
Q4 		$22K Buy
1,104
+500
+83% +$10.3K 0.01% 522
2024
Q3 		$12K Buy
+604
New +$12.6K ﹤0.01% 652

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q3 2025 at 1,104 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Hemington Wealth Management first reported a position in IBDW in Q3 2024 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold IBDW as of Q3 2025.

  • Hemington Wealth Management held 1,104 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $23K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #586 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2025.

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