Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-189
Closed -$4K – 924
2026
Q1 		$4K Buy
189
+1
+0.5% +$21 ﹤0.01% 794
2025
Q4 		$4K Buy
188
+3
+2% +$64 ﹤0.01% 801
2025
Q3 		$4K Buy
+185
New +$3.9K ﹤0.01% 751

Other funds holding IBDW

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 189 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBDW in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 293 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 189 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $4K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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