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Hazlett, Burt & Watson’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18K Buy
766
+5
+0.7% +$117 0.01% 603
2025
Q4 		$18K Buy
761
+13
+2% +$305 0.01% 614
2025
Q3 		$18K Buy
+748
New +$17.5K 0.01% 583

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.66% in Q1 2026, buying an estimated $117 and bringing the position to 766 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #603.

Hazlett, Burt & Watson first reported a position in IBDU in Q3 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Hazlett, Burt & Watson held 766 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $18K as of Q1 2026.
  • Hazlett, Burt & Watson bought 5 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $117.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #603 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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