Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Hazlett, Burt & Watson’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-157
Closed -$4K – 925
2026
Q1 		$4K Buy
157
+2
+1% +$51 ﹤0.01% 795
2025
Q4 		$4K Buy
155
+2
+1% +$51 ﹤0.01% 802
2025
Q3 		$4K Buy
+153
New +$3.88K ﹤0.01% 752

Other funds holding IBDX

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

Hazlett, Burt & Watson sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026, closing a stake of 157 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in IBDX in Q3 2025 and held it in 3 quarters. The position peaked at $4K in Q1 2026. 231 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 157 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $4K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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