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

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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. 290 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.
290 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.