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Hemington Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Hemington Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$0 Hold
36
– – ﹤0.01% 1624
2025
Q2 		$0 Hold
36
– – ﹤0.01% 1604
2025
Q1 		$0 Buy
+36
New +$793 ﹤0.01% 1615

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hemington Wealth Management held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q3 2025 at 36 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Hemington Wealth Management first reported a position in IBTI in Q1 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

  • Hemington Wealth Management held 36 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $0 as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1624 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

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