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Hemington Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Hemington Wealth Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$74K Hold
2,829
– – 0.01% 286
2025
Q2 		$73K Hold
2,829
– – 0.01% 264
2025
Q1 		$72K Buy
2,829
+191
+7% +$4.83K 0.01% 256
2024
Q4 		$66K Buy
2,638
+129
+5% +$3.3K 0.02% 263
2024
Q3 		$64K Buy
+2,509
New +$65K 0.02% 248

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q3 2025 at 2,829 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #286.

Hemington Wealth Management first reported a position in IBDY in Q3 2024 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold IBDY as of Q3 2025.

  • Hemington Wealth Management held 2,829 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $74K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #286 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2025.

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