Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-166
Closed -$4K – 921
2026
Q1 		$4K Buy
166
+1
+0.6% +$24 ﹤0.01% 793
2025
Q4 		$4K Buy
165
+2
+1% +$48 ﹤0.01% 800
2025
Q3 		$4K Buy
+163
New +$3.95K ﹤0.01% 750

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Hazlett, Burt & Watson's IBDR Position: Q2 2026 in Review

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 166 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBDR in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 426 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 166 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.