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Hemington Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Hemington Wealth Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$0 Hold
39
– – ﹤0.01% 1625
2025
Q2 		$0 Hold
39
– – ﹤0.01% 1605
2025
Q1 		$0 Buy
+39
New +$838 ﹤0.01% 1616

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HCM
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UBS Group
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AP
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Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
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Hemington Wealth Management's IBTJ Position: Q3 2025 in Review

Hemington Wealth Management held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q3 2025 at 39 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Hemington Wealth Management first reported a position in IBTJ in Q1 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold IBTJ as of Q3 2025.

  • Hemington Wealth Management held 39 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $0 as of Q3 2025.
  • Hemington Wealth Management left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1625 holding.
  • Hemington Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2025.

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