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Hemington Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Hemington Wealth Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$28K Hold
1,249
– – ﹤0.01% 526
2025
Q2 		$28K Hold
1,249
– – ﹤0.01% 500
2025
Q1 		$28K Hold
1,249
– – ﹤0.01% 475
2024
Q4 		$27K Hold
1,249
– – 0.01% 465
2024
Q3 		$27K Buy
+1,249
New +$28K 0.01% 431

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q3 2025 at 1,249 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Hemington Wealth Management first reported a position in IBTH in Q3 2024 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

  • Hemington Wealth Management held 1,249 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $28K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #526 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

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