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 Q2	–	Sell	-766	Closed	-$18K	–	926
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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

HPC

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

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 766 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBDU in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 766 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $18K.
Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
Hazlett, Burt & Watson's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $18K in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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