HWM
IBDZ

Hemington Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Hemington Wealth Management’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$56K Hold
2,148
– – 0.01% 330
2025
Q2 		$56K Hold
2,148
– – 0.01% 319
2025
Q1 		$55K Hold
2,148
– – 0.01% 301
2024
Q4 		$54K Buy
2,148
+80
+4% +$2.07K 0.01% 294
2024
Q3 		$53K Buy
+2,068
New +$54.1K 0.01% 276

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q3 2025 at 2,148 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #330.

Hemington Wealth Management first reported a position in IBDZ in Q3 2024 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold IBDZ as of Q3 2025.

  • Hemington Wealth Management held 2,148 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $56K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #330 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2025.

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