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Hazlett, Burt & Watson’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20K Buy
837
+7
+0.8% +$170 0.01% 587
2025
Q4 		$20K Buy
830
+11
+1% +$267 0.01% 596
2025
Q3 		$20K Buy
+819
New +$19.9K 0.01% 562

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Hazlett, Burt & Watson's IBDS Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.84% in Q1 2026, buying an estimated $170 and bringing the position to 837 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #587.

Hazlett, Burt & Watson first reported a position in IBDS in Q3 2025 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Hazlett, Burt & Watson held 837 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $20K as of Q1 2026.
  • Hazlett, Burt & Watson bought 7 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $170.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #587 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.