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 Q2	$3K	Sell	103 -734	-88%	-$17.8K	﹤0.01%	814
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Hazlett, Burt & Watson reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 88% in Q2 2026, selling an estimated $17.8K and leaving 103 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Hazlett, Burt & Watson first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $20K in Q1 2026. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Hazlett, Burt & Watson held 103 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3K as of Q2 2026.
Hazlett, Burt & Watson sold 734 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $17.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #814 holding.
Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Hazlett, Burt & Watson's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $20K in Q1 2026.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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