Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-813
Closed -$18K – 923
2026
Q1 		$18K Buy
813
+6
+0.7% +$132 0.01% 602
2025
Q4 		$18K Buy
807
+12
+2% +$265 0.01% 613
2025
Q3 		$18K Buy
+795
New +$17.5K 0.01% 582

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2026, closing a stake of 813 shares — an estimated $18K sold.

Hazlett, Burt & Watson first reported a position in IBDV in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q1 2026. 353 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 813 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $18K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $18K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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