HBW
IBDX icon

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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Hazlett, Burt & Watson's IBDX Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.3% in Q1 2026, buying an estimated $51 and bringing the position to 157 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Hazlett, Burt & Watson first reported a position in IBDX in Q3 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Hazlett, Burt & Watson held 157 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson bought 2 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $51.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #795 holding.
  • Hazlett, Burt & Watson first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.